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
T icon
176
AT&T
T
$179B
$2.44M 0.12%
86,148
-1,773
LAMR icon
177
Lamar Advertising Co
LAMR
$12.2B
$2.43M 0.12%
21,367
+17,686
ORLY icon
178
O'Reilly Automotive
ORLY
$82.4B
$2.42M 0.12%
25,380
-645
USHY icon
179
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$2.41M 0.12%
65,590
+1,304
DVYE icon
180
iShares Emerging Markets Dividend ETF
DVYE
$930M
$2.41M 0.12%
88,355
+301
IVE icon
181
iShares S&P 500 Value ETF
IVE
$42.5B
$2.41M 0.12%
12,627
+10,783
QCOM icon
182
Qualcomm
QCOM
$182B
$2.38M 0.12%
15,467
-3,334
ET icon
183
Energy Transfer Partners
ET
$57.4B
$2.37M 0.12%
127,291
+22,214
PGF icon
184
Invesco Financial Preferred ETF
PGF
$797M
$2.36M 0.12%
165,573
+7,233
TFC icon
185
Truist Financial
TFC
$56.5B
$2.36M 0.12%
57,264
+50,948
HYG icon
186
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18.2B
$2.35M 0.12%
29,838
-24,757
TLT icon
187
iShares 20+ Year Treasury Bond ETF
TLT
$49.2B
$2.34M 0.12%
25,730
-2,027
SDGR icon
188
Schrodinger
SDGR
$1.66B
$2.32M 0.12%
117,464
+279
NEE icon
189
NextEra Energy
NEE
$174B
$2.32M 0.12%
32,662
-42,427
VLO icon
190
Valero Energy
VLO
$52.2B
$2.31M 0.12%
17,494
-4,130
IBM icon
191
IBM
IBM
$287B
$2.28M 0.12%
9,186
+203
AVB icon
192
AvalonBay Communities
AVB
$27B
$2.28M 0.12%
+10,619
NSI icon
193
National Security Emerging Markets Index ETF
NSI
$28.5M
$2.28M 0.11%
87,832
+9,468
AMT icon
194
American Tower
AMT
$89.7B
$2.28M 0.11%
10,456
+390
DYNF icon
195
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$2.25M 0.11%
46,202
+30,182
NLY icon
196
Annaly Capital Management
NLY
$14.3B
$2.2M 0.11%
+108,083
XLC icon
197
The Communication Services Select Sector SPDR Fund
XLC
$27.6B
$2.16M 0.11%
22,412
-14,204
JPST icon
198
JPMorgan Ultra-Short Income ETF
JPST
$34.1B
$2.13M 0.11%
42,067
+7,737
SGOV icon
199
iShares 0-3 Month Treasury Bond ETF
SGOV
$57.7B
$2.11M 0.11%
20,924
+13,366
DIS icon
200
Walt Disney
DIS
$201B
$2.1M 0.11%
21,228
+139
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