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
CCJ icon
101
Cameco
CCJ
$38.4B
$5.61M 0.25%
+75,519
VTEB icon
102
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$5.6M 0.25%
114,254
+49,185
ETN icon
103
Eaton
ETN
$146B
$5.59M 0.25%
15,652
+9,872
DELL icon
104
Dell
DELL
$106B
$5.54M 0.25%
45,172
+39,732
KKR icon
105
KKR & Co
KKR
$108B
$5.51M 0.25%
41,412
+24,928
HON icon
106
Honeywell
HON
$137B
$5.41M 0.24%
23,243
-13,539
TXN icon
107
Texas Instruments
TXN
$154B
$5.39M 0.24%
25,946
+1,471
HCA icon
108
HCA Healthcare
HCA
$105B
$5.15M 0.23%
13,440
+7,672
SGOV icon
109
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$5.13M 0.23%
50,969
+30,045
RELY icon
110
Remitly
RELY
$3.55B
$5.06M 0.23%
269,495
COF icon
111
Capital One
COF
$143B
$5.04M 0.23%
23,684
+19,509
EQIX icon
112
Equinix
EQIX
$82.2B
$5.04M 0.23%
6,334
+343
JNJ icon
113
Johnson & Johnson
JNJ
$459B
$5.03M 0.23%
32,930
+954
IGSB icon
114
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$5.02M 0.23%
95,104
-35,651
GOOG icon
115
Alphabet (Google) Class C
GOOG
$3.15T
$4.97M 0.22%
28,028
+1,386
IEF icon
116
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$4.94M 0.22%
51,576
+17,535
BSV icon
117
Vanguard Short-Term Bond ETF
BSV
$39B
$4.72M 0.21%
59,915
-981
DVY icon
118
iShares Select Dividend ETF
DVY
$21B
$4.7M 0.21%
35,371
-381
CEG icon
119
Constellation Energy
CEG
$122B
$4.64M 0.21%
14,364
+10,935
IWF icon
120
iShares Russell 1000 Growth ETF
IWF
$125B
$4.61M 0.21%
10,868
-818
QLTA icon
121
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.77B
$4.61M 0.21%
96,290
+8,907
MBB icon
122
iShares MBS ETF
MBB
$41.8B
$4.59M 0.21%
48,906
-10,348
SCHW icon
123
Charles Schwab
SCHW
$171B
$4.53M 0.2%
49,703
-6,654
IBDQ icon
124
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$4.49M 0.2%
178,425
-230,414
ZTS icon
125
Zoetis
ZTS
$64.7B
$4.44M 0.2%
28,487
+1,320
3 4
5
6 7