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
$2.21B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.6M
3
+$11.3M
4
AVGO icon
Broadcom
AVGO
+$9.46M
5
PLTR icon
Palantir
PLTR
+$7.56M

Top Sells

1
+$32.3M
2
+$25.8M
3
+$25.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.04M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.83M

Sector Composition

1 Technology 15.44%
2 Financials 8.01%
3 Industrials 4.15%
4 Consumer Discretionary 4.11%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
76
Vanguard Total Bond Market
BND
$138B
$6.89M 0.31%
93,548
+5,251
BAC icon
77
Bank of America
BAC
$385B
$6.88M 0.31%
145,421
+47,723
ABBV icon
78
AbbVie
ABBV
$403B
$6.84M 0.31%
36,831
-16,627
WMT icon
79
Walmart
WMT
$846B
$6.79M 0.31%
69,477
+5,232
IJR icon
80
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$6.77M 0.31%
61,989
-736
SCHA icon
81
Schwab U.S Small- Cap ETF
SCHA
$20.9B
$6.75M 0.3%
266,923
-4,362
CVX icon
82
Chevron
CVX
$313B
$6.61M 0.3%
46,179
-15,202
FTSM icon
83
First Trust Enhanced Short Maturity ETF
FTSM
$6.19B
$6.57M 0.3%
109,706
+24,554
HD icon
84
Home Depot
HD
$385B
$6.54M 0.3%
17,843
-1,399
BLK icon
85
Blackrock
BLK
$176B
$6.51M 0.29%
6,202
+2,939
AGG icon
86
iShares Core US Aggregate Bond ETF
AGG
$133B
$6.48M 0.29%
65,354
-28,299
IWR icon
87
iShares Russell Mid-Cap ETF
IWR
$45.2B
$6.48M 0.29%
70,442
+27,713
DFAX icon
88
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.69B
$6.2M 0.28%
211,074
+3,356
VB icon
89
Vanguard Small-Cap ETF
VB
$68.4B
$6.19M 0.28%
26,119
+5,099
HYG icon
90
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$6.1M 0.28%
75,634
+45,796
SHY icon
91
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$6.01M 0.27%
72,592
-2,472
VGIT icon
92
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$5.98M 0.27%
99,967
-4,871
MRVL icon
93
Marvell Technology
MRVL
$72.5B
$5.95M 0.27%
76,903
+73,088
BUFR icon
94
FT Vest Fund of Buffer ETFs
BUFR
$7.6B
$5.89M 0.27%
185,356
-1,641
TTD icon
95
Trade Desk
TTD
$25.4B
$5.84M 0.26%
81,134
+9,005
TSM icon
96
TSMC
TSM
$1.53T
$5.79M 0.26%
25,572
+13,522
XLE icon
97
Energy Select Sector SPDR Fund
XLE
$26.5B
$5.77M 0.26%
68,001
-6,820
XOM icon
98
Exxon Mobil
XOM
$492B
$5.75M 0.26%
53,304
+3,059
VEU icon
99
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$5.71M 0.26%
84,990
+1,120
PVAL icon
100
Putnam Focused Large Cap Value ETF
PVAL
$4.59B
$5.62M 0.25%
139,675
+4,858
2 3
4
5 6