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
$2.21B
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
PEG icon
176
Public Service Enterprise Group
PEG
$41.1B
$3.1M 0.14%
36,885
+34,352
LMT icon
177
Lockheed Martin
LMT
$105B
$3.1M 0.14%
6,683
+459
CI icon
178
Cigna
CI
$72.4B
$3.08M 0.14%
9,322
-187
IHI icon
179
iShares US Medical Devices ETF
IHI
$4.42B
$3.05M 0.14%
48,703
+21,829
JPST icon
180
JPMorgan Ultra-Short Income ETF
JPST
$34B
$3.05M 0.14%
60,152
+18,085
VNQ icon
181
Vanguard Real Estate ETF
VNQ
$33.5B
$3.03M 0.14%
33,991
-257
DYNF icon
182
BlackRock US Equity Factor Rotation ETF
DYNF
$26.4B
$3.01M 0.14%
55,357
+9,155
NSI icon
183
National Security Emerging Markets Index ETF
NSI
$28.7M
$3M 0.14%
101,971
+14,139
AMLP icon
184
Alerian MLP ETF
AMLP
$10.2B
$2.98M 0.13%
60,961
-26,362
MCHP icon
185
Microchip Technology
MCHP
$29.6B
$2.94M 0.13%
41,709
+32,590
CAAA icon
186
First Trust AAA CMBS ETF
CAAA
$25.7M
$2.93M 0.13%
+143,251
IWV icon
187
iShares Russell 3000 ETF
IWV
$17.2B
$2.92M 0.13%
8,317
-650
VUG icon
188
Vanguard Growth ETF
VUG
$196B
$2.9M 0.13%
6,615
-1,203
AVSF icon
189
Avantis Short-Term Fixed Income ETF
AVSF
$673M
$2.89M 0.13%
61,451
+293
SRLN icon
190
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$2.84M 0.13%
68,355
+3,975
MRK icon
191
Merck
MRK
$231B
$2.79M 0.13%
35,235
-4,979
CG icon
192
Carlyle Group
CG
$19.2B
$2.78M 0.13%
+54,150
BALI icon
193
iShares U.S. Large Cap Premium Income Active ETF
BALI
$439M
$2.76M 0.12%
91,667
+35,010
IBM icon
194
IBM
IBM
$285B
$2.69M 0.12%
9,109
-77
DVYE icon
195
iShares Emerging Markets Dividend ETF
DVYE
$971M
$2.68M 0.12%
93,558
+5,203
IUSG icon
196
iShares Core S&P US Growth ETF
IUSG
$25.6B
$2.65M 0.12%
17,603
+2,805
STT icon
197
State Street
STT
$33B
$2.62M 0.12%
+24,676
UMBF icon
198
UMB Financial
UMBF
$8.28B
$2.61M 0.12%
+24,850
RTX icon
199
RTX Corp
RTX
$233B
$2.61M 0.12%
17,848
-1,372
GBTC icon
200
Grayscale Bitcoin Trust
GBTC
$39.2B
$2.6M 0.12%
30,674
-901
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