IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$5.25M
3
+$5.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.45M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.23M

Top Sells

1
+$17.4M
2
+$9.21M
3
+$7.16M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
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
BND icon
76
Vanguard Total Bond Market
BND
$144B
$7.2M 0.3%
96,839
+3,291
XLY icon
77
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
$7.18M 0.3%
29,965
-5,491
SPAB icon
78
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.05B
$7.07M 0.3%
273,600
+664
NOBL icon
79
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$7M 0.29%
67,958
+35,154
CSCO icon
80
Cisco
CSCO
$308B
$6.95M 0.29%
101,642
-522
GOOG icon
81
Alphabet (Google) Class C
GOOG
$3.74T
$6.95M 0.29%
28,554
+526
SCHA icon
82
Schwab U.S Small- Cap ETF
SCHA
$19.6B
$6.93M 0.29%
248,517
-18,406
PLTR icon
83
Palantir
PLTR
$436B
$6.83M 0.29%
37,439
-50,490
ETN icon
84
Eaton
ETN
$129B
$6.76M 0.28%
18,058
+2,406
PVAL icon
85
Putnam Focused Large Cap Value ETF
PVAL
$6.17B
$6.7M 0.28%
156,832
+17,157
IWR icon
86
iShares Russell Mid-Cap ETF
IWR
$46.4B
$6.6M 0.28%
68,403
-2,039
KKR icon
87
KKR & Co
KKR
$122B
$6.57M 0.28%
50,593
+9,181
PG icon
88
Procter & Gamble
PG
$333B
$6.55M 0.28%
42,628
-3,095
DFAX icon
89
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.89B
$6.5M 0.27%
207,141
-3,933
BUFR icon
90
FT Vest Fund of Buffer ETFs
BUFR
$8.15B
$6.5M 0.27%
194,385
+9,029
FTSM icon
91
First Trust Enhanced Short Maturity ETF
FTSM
$6.23B
$6.48M 0.27%
108,218
-1,488
VGIT icon
92
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
$6.44M 0.27%
107,340
+7,373
HYG icon
93
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.3B
$6.28M 0.26%
77,346
+1,712
EQIX icon
94
Equinix
EQIX
$73.4B
$6.23M 0.26%
7,960
+1,626
UNH icon
95
UnitedHealth
UNH
$309B
$6.2M 0.26%
17,947
+10,211
NXPI icon
96
NXP Semiconductors
NXPI
$57.6B
$6.07M 0.26%
26,668
+6,879
VEU icon
97
Vanguard FTSE All-World ex-US ETF
VEU
$53.1B
$6.07M 0.25%
85,009
+19
XLE icon
98
State Street Energy Select Sector SPDR ETF
XLE
$13.7B
$6.06M 0.25%
67,804
-197
DELL icon
99
Dell
DELL
$86.1B
$6.02M 0.25%
42,459
-2,713
GLW icon
100
Corning
GLW
$75.8B
$5.99M 0.25%
73,038
-2,781
2 3
4
5 6