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
SCHW icon
126
Charles Schwab
SCHW
$172B
$4.63M 0.19%
48,471
-1,232
FNDF icon
127
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$4.63M 0.19%
107,710
+160
CEG icon
128
Constellation Energy
CEG
$110B
$4.6M 0.19%
13,985
-379
MBB icon
129
iShares MBS ETF
MBB
$39B
$4.57M 0.19%
48,069
-837
ADI icon
130
Analog Devices
ADI
$137B
$4.46M 0.19%
18,163
-432
XLI icon
131
State Street Industrial Select Sector SPDR ETF
XLI
$25.2B
$4.45M 0.19%
28,830
+2,209
MOAT icon
132
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$4.42M 0.19%
44,619
+1,656
RELY icon
133
Remitly
RELY
$3.06B
$4.39M 0.18%
269,415
-80
RJF icon
134
Raymond James Financial
RJF
$32.2B
$4.38M 0.18%
25,371
+4,264
GS icon
135
Goldman Sachs
GS
$266B
$4.37M 0.18%
5,489
-5,180
IXUS icon
136
iShares Core MSCI Total International Stock ETF
IXUS
$51.5B
$4.34M 0.18%
52,523
-3,245
IBDQ icon
137
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$4.31M 0.18%
171,032
-7,393
D icon
138
Dominion Energy
D
$50.7B
$4.31M 0.18%
70,379
+45,445
BNDX icon
139
Vanguard Total International Bond ETF
BNDX
$73.6B
$4.26M 0.18%
86,186
+11,942
SGOV icon
140
iShares 0-3 Month Treasury Bond ETF
SGOV
$65.5B
$4.25M 0.18%
42,180
-8,789
BIV icon
141
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$4.23M 0.18%
54,215
+4,656
VZ icon
142
Verizon
VZ
$172B
$4.08M 0.17%
92,911
-435
AXP icon
143
American Express
AXP
$264B
$4.07M 0.17%
12,250
-229
QUAL icon
144
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
$4.06M 0.17%
20,867
+915
MRVL icon
145
Marvell Technology
MRVL
$71.6B
$4.02M 0.17%
47,828
-29,075
DHI icon
146
D.R. Horton
DHI
$45.5B
$4.02M 0.17%
23,716
-845
BE icon
147
Bloom Energy
BE
$22.5B
$4M 0.17%
+47,315
IAU icon
148
iShares Gold Trust
IAU
$67.1B
$3.99M 0.17%
54,801
+3,845
XLC icon
149
State Street Communication Services Select Sector SPDR ETF
XLC
$26.6B
$3.98M 0.17%
33,621
+3,607
FDVV icon
150
Fidelity High Dividend ETF
FDVV
$7.7B
$3.94M 0.17%
70,710
-648
4 5
6
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