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
SHY icon
76
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$6.21M 0.31%
75,064
-21,798
VCSH icon
77
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$6.07M 0.31%
76,897
+2,294
FBTC icon
78
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
$6.05M 0.31%
84,130
+1,557
XOM icon
79
Exxon Mobil
XOM
$492B
$5.98M 0.3%
50,245
-1,644
ACN icon
80
Accenture
ACN
$154B
$5.76M 0.29%
18,470
+1,885
EFA icon
81
iShares MSCI EAFE ETF
EFA
$68.5B
$5.65M 0.29%
69,183
+6,313
WMT icon
82
Walmart
WMT
$846B
$5.64M 0.28%
64,245
-2,086
RELY icon
83
Remitly
RELY
$3.55B
$5.61M 0.28%
269,495
MBB icon
84
iShares MBS ETF
MBB
$41.8B
$5.56M 0.28%
59,254
+23,717
BUFR icon
85
FT Vest Fund of Buffer ETFs
BUFR
$7.6B
$5.55M 0.28%
186,997
+9,753
DFAX icon
86
Dimensional World ex US Core Equity 2 ETF
DFAX
$9.69B
$5.44M 0.27%
207,718
-6,397
PEP icon
87
PepsiCo
PEP
$207B
$5.36M 0.27%
35,757
+18,489
JNJ icon
88
Johnson & Johnson
JNJ
$459B
$5.3M 0.27%
31,976
+4,745
PVAL icon
89
Putnam Focused Large Cap Value ETF
PVAL
$4.59B
$5.13M 0.26%
134,817
-3,030
FTSM icon
90
First Trust Enhanced Short Maturity ETF
FTSM
$6.19B
$5.1M 0.26%
85,152
+20,470
VEU icon
91
Vanguard FTSE All-World ex-US ETF
VEU
$51.6B
$5.09M 0.26%
83,870
+1,124
EQIX icon
92
Equinix
EQIX
$82.2B
$4.88M 0.25%
5,991
-156
IBDR icon
93
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$4.88M 0.25%
201,743
+45,768
DVY icon
94
iShares Select Dividend ETF
DVY
$21B
$4.8M 0.24%
35,752
-14,003
BSV icon
95
Vanguard Short-Term Bond ETF
BSV
$39B
$4.77M 0.24%
60,896
-908
UNP icon
96
Union Pacific
UNP
$128B
$4.76M 0.24%
20,169
-2,401
UNH icon
97
UnitedHealth
UNH
$328B
$4.74M 0.24%
9,051
-580
NFLX icon
98
Netflix
NFLX
$464B
$4.73M 0.24%
5,073
-2,310
MO icon
99
Altria Group
MO
$109B
$4.7M 0.24%
78,346
+47,277
SPLV icon
100
Invesco S&P 500 Low Volatility ETF
SPLV
$7.79B
$4.68M 0.24%
62,697
-4,621
2 3
4
5 6