IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$29.1M
3
+$12.4M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.58M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.97M

Top Sells

1
+$15.9M
2
+$10.2M
3
+$9.88M
4
AMZN icon
Amazon
AMZN
+$7.98M
5
PODD icon
Insulet
PODD
+$7.23M

Sector Composition

1 Technology 11.45%
2 Financials 6.51%
3 Healthcare 4.7%
4 Industrials 3.92%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
51
Eli Lilly
LLY
$740B
$9.07M 0.46%
10,977
-539
V icon
52
Visa
V
$674B
$8.86M 0.45%
25,267
-3,283
AVO icon
53
Mission Produce
AVO
$821M
$8.81M 0.44%
841,000
CRWD icon
54
CrowdStrike
CRWD
$132B
$8.38M 0.42%
23,778
-7,860
VCIT icon
55
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$58.3B
$8.27M 0.42%
101,165
-347
FLOT icon
56
iShares Floating Rate Bond ETF
FLOT
$9B
$8.27M 0.42%
162,000
+148,451
MA icon
57
Mastercard
MA
$519B
$8.21M 0.41%
14,978
-462
LQD icon
58
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$8.13M 0.41%
74,792
+5,988
VGSH icon
59
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$8.03M 0.41%
136,873
+36,838
IWB icon
60
iShares Russell 1000 ETF
IWB
$45.6B
$7.83M 0.39%
25,512
+2,171
HON icon
61
Honeywell
HON
$137B
$7.79M 0.39%
36,782
+2,076
CYBR icon
62
CyberArk
CYBR
$25.8B
$7.5M 0.38%
22,177
-368
SPAB icon
63
SPDR Portfolio Aggregate Bond ETF
SPAB
$8.72B
$7.41M 0.37%
290,313
-11,476
FTNT icon
64
Fortinet
FTNT
$65.6B
$7.09M 0.36%
73,697
-5,990
HD icon
65
Home Depot
HD
$385B
$7.05M 0.36%
19,242
-832
KO icon
66
Coca-Cola
KO
$300B
$7M 0.35%
97,771
+45,663
XLE icon
67
Energy Select Sector SPDR Fund
XLE
$26.5B
$6.99M 0.35%
74,821
+677
VO icon
68
Vanguard Mid-Cap ETF
VO
$89.2B
$6.96M 0.35%
26,897
-499
IGSB icon
69
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$6.85M 0.35%
130,755
+100,044
SUB icon
70
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$6.83M 0.34%
64,674
-18,326
IJR icon
71
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$6.56M 0.33%
62,725
-5,550
BND icon
72
Vanguard Total Bond Market
BND
$138B
$6.49M 0.33%
88,297
+5,537
RSP icon
73
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
$6.38M 0.32%
36,857
-16,784
SCHA icon
74
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$6.36M 0.32%
271,285
-103
VGIT icon
75
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$6.23M 0.31%
104,838
+130
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3
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