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
JNJ icon
101
Johnson & Johnson
JNJ
$510B
$5.88M 0.25%
31,720
-1,210
FBTC icon
102
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.9B
$5.87M 0.25%
58,763
-15,828
XOM icon
103
Exxon Mobil
XOM
$500B
$5.86M 0.25%
51,935
-1,369
SHY icon
104
iShares 1-3 Year Treasury Bond ETF
SHY
$23.8B
$5.83M 0.25%
70,323
-2,269
BLK icon
105
Blackrock
BLK
$169B
$5.5M 0.23%
4,718
-1,484
JAAA icon
106
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$5.47M 0.23%
107,772
-52,237
IEMG icon
107
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$5.38M 0.23%
81,540
+8,586
GLDM icon
108
SPDR Gold MiniShares Trust
GLDM
$24.5B
$5.37M 0.23%
70,188
+3,789
ETHE
109
Grayscale Ethereum Trust ETF
ETHE
$3.45B
$5.33M 0.22%
155,402
-26,883
BTU icon
110
Peabody Energy
BTU
$3.53B
$5.25M 0.22%
+197,961
MO icon
111
Altria Group
MO
$98.6B
$5.22M 0.22%
78,988
+3,996
IEF icon
112
iShares 7-10 Year Treasury Bond ETF
IEF
$44.6B
$5.12M 0.22%
53,114
+1,538
ZTS icon
113
Zoetis
ZTS
$52.4B
$5.1M 0.21%
34,829
+6,342
IWF icon
114
iShares Russell 1000 Growth ETF
IWF
$123B
$5.08M 0.21%
10,844
-24
DVY icon
115
iShares Select Dividend ETF
DVY
$21B
$5M 0.21%
35,200
-171
BSV icon
116
Vanguard Short-Term Bond ETF
BSV
$41.4B
$5M 0.21%
63,350
+3,435
COF icon
117
Capital One
COF
$151B
$4.92M 0.21%
23,166
-518
HON icon
118
Honeywell
HON
$123B
$4.88M 0.21%
23,192
-51
LOW icon
119
Lowe's Companies
LOW
$138B
$4.86M 0.2%
19,329
+1,085
IVE icon
120
iShares S&P 500 Value ETF
IVE
$47.8B
$4.85M 0.2%
23,505
+6,071
MU icon
121
Micron Technology
MU
$271B
$4.84M 0.2%
28,929
+2,294
C icon
122
Citigroup
C
$199B
$4.84M 0.2%
47,660
+3,113
DYNF icon
123
BlackRock US Equity Factor Rotation ETF
DYNF
$30B
$4.73M 0.2%
79,817
+24,460
QLTA icon
124
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.71B
$4.68M 0.2%
96,626
+336
SCHX icon
125
Schwab US Large- Cap ETF
SCHX
$62.7B
$4.65M 0.2%
176,617
-2,267
3 4
5
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