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
QUAL icon
151
iShares MSCI USA Quality Factor ETF
QUAL
$54B
$3.65M 0.16%
19,952
+3,053
FLOT icon
152
iShares Floating Rate Bond ETF
FLOT
$9B
$3.6M 0.16%
70,602
-91,398
CRM icon
153
Salesforce
CRM
$243B
$3.6M 0.16%
13,197
-1,114
SCHF icon
154
Schwab International Equity ETF
SCHF
$52.8B
$3.55M 0.16%
160,787
+102,040
DIA icon
155
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.3B
$3.54M 0.16%
8,039
-17,771
LMBS icon
156
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$3.42M 0.15%
69,401
+50,372
IVE icon
157
iShares S&P 500 Value ETF
IVE
$42.5B
$3.41M 0.15%
17,434
+4,807
AMGN icon
158
Amgen
AMGN
$157B
$3.34M 0.15%
11,955
-307
BA icon
159
Boeing
BA
$167B
$3.32M 0.15%
15,831
-1,380
EEM icon
160
iShares MSCI Emerging Markets ETF
EEM
$21B
$3.31M 0.15%
+68,620
NOBL icon
161
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$3.3M 0.15%
32,804
-1,142
EMR icon
162
Emerson Electric
EMR
$74.7B
$3.29M 0.15%
24,672
-898
MU icon
163
Micron Technology
MU
$246B
$3.28M 0.15%
26,635
+20,819
REGL icon
164
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
$3.27M 0.15%
+40,048
CRWV
165
CoreWeave Inc
CRWV
$65.6B
$3.26M 0.15%
+20,018
SBUX icon
166
Starbucks
SBUX
$97.9B
$3.26M 0.15%
35,601
-968
XLC icon
167
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$3.26M 0.15%
30,014
+7,602
RJF icon
168
Raymond James Financial
RJF
$32.2B
$3.24M 0.15%
+21,107
XLU icon
169
Utilities Select Sector SPDR Fund
XLU
$22.4B
$3.21M 0.14%
39,258
+16,991
FTEC icon
170
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$3.19M 0.14%
16,198
-2,324
FTSL icon
171
First Trust Senior Loan Fund ETF
FTSL
$2.4B
$3.18M 0.14%
69,254
+1,975
IAU icon
172
iShares Gold Trust
IAU
$62.4B
$3.18M 0.14%
50,956
-428
DHI icon
173
D.R. Horton
DHI
$47.1B
$3.17M 0.14%
+24,561
ARKK icon
174
ARK Innovation ETF
ARKK
$9.33B
$3.12M 0.14%
44,397
+37,370
SPG icon
175
Simon Property Group
SPG
$58.1B
$3.11M 0.14%
19,363
-401
5 6
7
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