IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.26B
1-Year Est. Return
23.42%
This Fund
S&P 500
1 Year Est. Return
+23.42%
AUM
$2.26B
AUM Growth
-$121M
(-5.1%)
Holding
810
Top Buys
| 1 | +$24.4M | |
| 2 | +$6.07M | |
| 3 | +$4.46M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$3.74M |
| 5 |
Putnam Focused Large Cap Value ETF
PVAL
|
+$3.27M |
Top Sells
| 1 | +$15.3M | |
| 2 | +$14.4M | |
| 3 | +$13.2M | |
| 4 |
Broadcom
AVGO
|
+$13.1M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$7.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Financials | 7.52% |
| 3 | Industrials | 4.33% |
| 4 | Healthcare | 4.22% |
| 5 | Consumer Discretionary | 4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Invesco DB US Dollar Index Bearish Fund
UDN
$146M
| – | – |
-19,852
|
|
||
802
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$287M
| – | – |
-8,100
|
|
||
803
Vale
VALE
$65.1B
| – | – |
-23,409
|
|
||
804
Vulcan Materials
VMC
$34.9B
| – | – |
-666
|
|
||
805
Verisk Analytics
VRSK
$28B
| – | – |
-1,222
|
|
||
806
Western Digital
WDC
$91.8B
| – | – |
-2,005
|
|
||
807
State Street SPDR S&P Metals & Mining ETF
XME
$4.44B
| – | – |
-8,351
|
|
||
808
Invesco S&P MidCap Quality ETF
XMHQ
$5.11B
| – | – |
-2,304
|
|
||
809
Yum! Brands
YUM
$43.1B
| – | – |
-1,681
|
|