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
CSCO icon
126
Cisco
CSCO
$279B
$3.83M 0.19%
62,062
+2,365
AMGN icon
127
Amgen
AMGN
$157B
$3.82M 0.19%
12,262
-27
IWR icon
128
iShares Russell Mid-Cap ETF
IWR
$45.2B
$3.63M 0.18%
42,729
+424
MRK icon
129
Merck
MRK
$219B
$3.61M 0.18%
40,214
-8,808
SBUX icon
130
Starbucks
SBUX
$97.9B
$3.59M 0.18%
36,569
-761
IGRO icon
131
iShares International Dividend Growth ETF
IGRO
$1.21B
$3.57M 0.18%
+49,323
EXC icon
132
Exelon
EXC
$48.5B
$3.54M 0.18%
76,807
+60,958
TSN icon
133
Tyson Foods
TSN
$18.3B
$3.54M 0.18%
+55,419
EMB icon
134
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$3.5M 0.18%
38,613
+184
NOBL icon
135
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$3.47M 0.18%
33,946
-60,746
ABT icon
136
Abbott
ABT
$221B
$3.45M 0.17%
26,003
+6,131
XLP icon
137
Consumers Staples Select Sector SPDR Fund
XLP
$15.5B
$3.44M 0.17%
42,128
+9,603
MS icon
138
Morgan Stanley
MS
$261B
$3.38M 0.17%
28,996
-41,124
SPG icon
139
Simon Property Group
SPG
$58.1B
$3.28M 0.17%
19,764
+903
ORCL icon
140
Oracle
ORCL
$808B
$3.25M 0.16%
23,249
-21,196
IEF icon
141
iShares 7-10 Year Treasury Bond ETF
IEF
$38.9B
$3.25M 0.16%
34,041
-28,727
VTEB icon
142
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$3.23M 0.16%
65,069
-70,467
SLB icon
143
SLB Ltd
SLB
$53.5B
$3.14M 0.16%
75,163
+66,907
CI icon
144
Cigna
CI
$80.6B
$3.13M 0.16%
9,509
-994
GS icon
145
Goldman Sachs
GS
$242B
$3.1M 0.16%
5,677
-8,897
VNQ icon
146
Vanguard Real Estate ETF
VNQ
$34.6B
$3.1M 0.16%
34,248
-3,512
BLK icon
147
Blackrock
BLK
$176B
$3.09M 0.16%
3,263
-4,374
FTSL icon
148
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$3.07M 0.15%
67,279
+3,313
NFG icon
149
National Fuel Gas
NFG
$7.38B
$3.05M 0.15%
38,454
-13,683
IAU icon
150
iShares Gold Trust
IAU
$62.4B
$3.03M 0.15%
51,384
+5,584
4 5
6
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