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
ADI icon
126
Analog Devices
ADI
$117B
$4.43M 0.2%
18,595
+13,035
MO icon
127
Altria Group
MO
$109B
$4.4M 0.2%
74,992
-3,354
IEMG icon
128
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$4.38M 0.2%
72,954
+225
SCHX icon
129
Schwab US Large- Cap ETF
SCHX
$61.9B
$4.37M 0.2%
178,884
-13,458
GLDM icon
130
SPDR Gold MiniShares Trust
GLDM
$22.3B
$4.35M 0.2%
66,399
+2,625
NXPI icon
131
NXP Semiconductors
NXPI
$55.3B
$4.32M 0.2%
19,789
+14,216
IXUS icon
132
iShares Core MSCI Total International Stock ETF
IXUS
$50.6B
$4.31M 0.19%
55,768
-1,521
FNDF icon
133
Schwab Fundamental International Large Company Index ETF
FNDF
$18.6B
$4.3M 0.19%
107,550
+66,700
ESGU icon
134
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$4.12M 0.19%
30,438
-2,000
VST icon
135
Vistra
VST
$68.3B
$4.12M 0.19%
21,240
+18,632
SPLV icon
136
Invesco S&P 500 Low Volatility ETF
SPLV
$7.79B
$4.06M 0.18%
55,724
-6,973
LOW icon
137
Lowe's Companies
LOW
$136B
$4.05M 0.18%
18,244
-39
VZ icon
138
Verizon
VZ
$164B
$4.04M 0.18%
93,346
-7,812
MOAT icon
139
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$4.03M 0.18%
42,963
-6,136
GLW icon
140
Corning
GLW
$74.9B
$3.99M 0.18%
75,819
+50,466
AXP icon
141
American Express
AXP
$246B
$3.98M 0.18%
12,479
+10,723
XLI icon
142
Industrial Select Sector SPDR Fund
XLI
$23.9B
$3.93M 0.18%
26,621
+5,465
BIV icon
143
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$3.83M 0.17%
49,559
-1,969
KO icon
144
Coca-Cola
KO
$300B
$3.81M 0.17%
53,893
-43,878
AXON icon
145
Axon Enterprise
AXON
$57.8B
$3.81M 0.17%
4,596
+3,348
ETHE
146
Grayscale Ethereum Trust ETF
ETHE
$4.42B
$3.8M 0.17%
182,285
+12,121
C icon
147
Citigroup
C
$177B
$3.79M 0.17%
44,547
+30,962
LEU icon
148
Centrus Energy
LEU
$6.97B
$3.77M 0.17%
+20,600
FDVV icon
149
Fidelity High Dividend ETF
FDVV
$7.01B
$3.71M 0.17%
71,358
+13,804
BNDX icon
150
Vanguard Total International Bond ETF
BNDX
$69.7B
$3.68M 0.17%
74,244
+20,472
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