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
T icon
201
AT&T
T
$179B
$2.6M 0.12%
89,734
+3,586
ARES icon
202
Ares Management
ARES
$32.8B
$2.57M 0.12%
14,861
+13,020
ORLY icon
203
O'Reilly Automotive
ORLY
$82.4B
$2.56M 0.12%
28,406
+3,026
IGRO icon
204
iShares International Dividend Growth ETF
IGRO
$1.21B
$2.56M 0.12%
32,435
-16,888
GDX icon
205
VanEck Gold Miners ETF
GDX
$21.1B
$2.54M 0.11%
48,848
+47,061
JMST icon
206
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
$2.5M 0.11%
49,137
-119
ET icon
207
Energy Transfer Partners
ET
$57.4B
$2.49M 0.11%
137,495
+10,204
ACN icon
208
Accenture
ACN
$154B
$2.48M 0.11%
8,291
-10,179
SDGR icon
209
Schrodinger
SDGR
$1.66B
$2.47M 0.11%
122,642
+5,178
USHY icon
210
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.6B
$2.47M 0.11%
65,751
+161
SPOT icon
211
Spotify
SPOT
$133B
$2.46M 0.11%
3,204
+235
ENB icon
212
Enbridge
ENB
$102B
$2.45M 0.11%
53,987
-5,723
IBIT icon
213
iShares Bitcoin Trust
IBIT
$84.7B
$2.43M 0.11%
39,730
+969
UNH icon
214
UnitedHealth
UNH
$328B
$2.41M 0.11%
7,736
-1,315
DIS icon
215
Walt Disney
DIS
$201B
$2.41M 0.11%
19,425
-1,803
IYZ icon
216
iShares US Telecommunications ETF
IYZ
$636M
$2.4M 0.11%
+80,469
AMAT icon
217
Applied Materials
AMAT
$182B
$2.35M 0.11%
12,816
+2,431
BIDD
218
iShares International Dividend Active ETF
BIDD
$700M
$2.34M 0.11%
85,745
+8,842
QCOM icon
219
Qualcomm
QCOM
$182B
$2.32M 0.1%
14,573
-894
HII icon
220
Huntington Ingalls Industries
HII
$11.8B
$2.29M 0.1%
+9,479
IBDR icon
221
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.37B
$2.27M 0.1%
93,775
-107,968
DHR icon
222
Danaher
DHR
$158B
$2.27M 0.1%
11,508
-1,241
NEE icon
223
NextEra Energy
NEE
$174B
$2.27M 0.1%
32,706
+44
AMD icon
224
Advanced Micro Devices
AMD
$410B
$2.2M 0.1%
15,512
-692
BKLN icon
225
Invesco Senior Loan ETF
BKLN
$6.73B
$2.2M 0.1%
105,072
+65,071
7 8
9
10 11