IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.38B
1-Year Est. Return
24.02%
1 Year Est. Return
+24.02%
AUM
$2.38B
AUM Growth
+$167M
(+7.5%)
Holding
816
Top Buys
| 1 | +$6.66M | |
| 2 | +$5.25M | |
| 3 | +$5.18M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$4.45M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$4.23M |
Top Sells
| 1 | +$17.4M | |
| 2 | +$9.21M | |
| 3 | +$7.16M | |
| 4 |
Trade Desk
TTD
|
+$5.84M |
| 5 |
Cameco
CCJ
|
+$5.61M |
Sector Composition
| 1 | Technology | 15.69% |
| 2 | Financials | 7.95% |
| 3 | Industrials | 4.55% |
| 4 | Consumer Discretionary | 4.24% |
| 5 | Healthcare | 3.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$424M
| – | – |
-7,194
|
|
||
802
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.73B
| – | – |
-40,048
|
|
||
803
Reliance Steel & Aluminium
RS
$15.2B
| – | – |
-850
|
|
||
|
SAND
804
DELISTED
Sandstorm Gold
SAND
| – | – |
-13,100
|
|
||
805
Skywest
SKYW
$4.24B
| – | – |
-2,460
|
|
||
806
iShares Treasury Floating Rate Bond ETF
TFLO
$6.52B
| – | – |
-6,132
|
|
||
807
Tenet Healthcare
THC
$17.5B
| – | – |
-3,414
|
|
||
808
Teekay Tankers
TNK
$1.85B
| – | – |
-5,659
|
|
||
|
809
Trade Desk
TTD
$17.7B
| – | – |
-81,134
|
|
||
810
Texas Roadhouse
TXRH
$11.1B
| – | – |
-1,140
|
|
||
811
Uranium Energy
UEC
$6.25B
| – | – |
-10,500
|
|
||
812
ProShares Ultra Gold
UGL
$933M
| – | – |
-8,200
|
|
||
|
WBA
813
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-34,711
|
|
||
814
SPDR S&P Global Dividend ETF
WDIV
$239M
| – | – |
-3,103
|
|
||
815
Wheaton Precious Metals
WPM
$53.4B
| – | – |
-23,050
|
|