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
ESGU icon
151
iShares ESG Aware MSCI USA ETF
ESGU
$15.2B
$3.92M 0.16%
26,957
-3,481
TER icon
152
Teradyne
TER
$30.3B
$3.9M 0.16%
+28,362
FTEC icon
153
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$3.87M 0.16%
17,429
+1,231
IBIT icon
154
iShares Bitcoin Trust
IBIT
$70.2B
$3.86M 0.16%
59,353
+19,623
SPLV icon
155
Invesco S&P 500 Low Volatility ETF
SPLV
$7.54B
$3.84M 0.16%
52,327
-3,397
AMD icon
156
Advanced Micro Devices
AMD
$343B
$3.7M 0.16%
22,880
+7,368
VST icon
157
Vistra
VST
$57.6B
$3.66M 0.15%
18,694
-2,546
SPG icon
158
Simon Property Group
SPG
$59.4B
$3.63M 0.15%
19,335
-28
KO icon
159
Coca-Cola
KO
$303B
$3.61M 0.15%
54,394
+501
SCHF icon
160
Schwab International Equity ETF
SCHF
$52.9B
$3.6M 0.15%
154,832
-5,955
AMGN icon
161
Amgen
AMGN
$171B
$3.56M 0.15%
12,622
+667
GDX icon
162
VanEck Gold Miners ETF
GDX
$25.2B
$3.51M 0.15%
45,942
-2,906
EEM icon
163
iShares MSCI Emerging Markets ETF
EEM
$20.6B
$3.48M 0.15%
65,178
-3,442
ARKK icon
164
ARK Innovation ETF
ARKK
$7.55B
$3.48M 0.15%
40,325
-4,072
BA icon
165
Boeing
BA
$160B
$3.48M 0.15%
16,119
+288
LMBS icon
166
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.65B
$3.39M 0.14%
67,992
-1,409
NSI icon
167
National Security Emerging Markets Index ETF
NSI
$31.8M
$3.33M 0.14%
103,289
+1,318
TSM icon
168
TSMC
TSM
$1.51T
$3.31M 0.14%
11,856
-13,716
DIA icon
169
SPDR Dow Jones Industrial Average ETF Trust
DIA
$43.5B
$3.3M 0.14%
7,106
-933
XLU icon
170
State Street Utilities Select Sector SPDR ETF
XLU
$10.5B
$3.25M 0.14%
37,291
-1,967
EMR icon
171
Emerson Electric
EMR
$76.8B
$3.24M 0.14%
24,705
+33
FTSL icon
172
First Trust Senior Loan Fund ETF
FTSL
$2.34B
$3.19M 0.13%
69,505
+251
VTIP icon
173
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.1B
$3.17M 0.13%
62,662
+43,875
JPST icon
174
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
$3.17M 0.13%
62,493
+2,341
SBUX icon
175
Starbucks
SBUX
$97.1B
$3.14M 0.13%
37,101
+1,500
5 6
7
8 9