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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.91B
AUM Growth
-$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$9.68M
3
+$6.46M
4
TMDX icon
Transmedics
TMDX
+$6.21M
5
IDXX icon
Idexx Laboratories
IDXX
+$6.06M

Top Sells

1
+$22.7M
2
+$19.4M
3
+$14.9M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$13.5M
5
NVDA icon
NVIDIA
NVDA
+$11.8M

Sector Composition

1 Technology 12.83%
2 Financials 5.78%
3 Industrials 5.52%
4 Healthcare 4.91%
5 Consumer Discretionary 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JAAA icon
226
Janus Henderson AAA CLO ETF
JAAA
$27.8B
$1.67M 0.09%
33,090
-54,768
JQUA icon
227
JPMorgan US Quality Factor ETF
JQUA
$7.96B
$1.66M 0.09%
27,046
+641
ALL icon
228
Allstate
ALL
$55.9B
$1.65M 0.09%
7,946
+568
PECO icon
229
Phillips Edison & Co
PECO
$5.26B
$1.65M 0.09%
44,023
OKE icon
230
Oneok
OKE
$55.3B
$1.64M 0.09%
18,142
+537
MCK icon
231
McKesson
MCK
$94.3B
$1.64M 0.09%
1,895
-6
DE icon
232
Deere & Co
DE
$156B
$1.64M 0.09%
2,909
-618
APH icon
233
Amphenol
APH
$190B
$1.63M 0.09%
12,915
-415
MO icon
234
Altria Group
MO
$119B
$1.63M 0.09%
24,667
-12,589
FJAN icon
235
FT Vest US Equity Buffer ETF January
FJAN
$1.39B
$1.62M 0.08%
32,046
+6,550
DIS icon
236
Walt Disney
DIS
$172B
$1.61M 0.08%
16,688
-907
USFR icon
237
WisdomTree Floating Rate Treasury Fund
USFR
$17.3B
$1.61M 0.08%
31,893
+2,844
WPM icon
238
Wheaton Precious Metals
WPM
$51.1B
$1.59M 0.08%
+12,100
TT icon
239
Trane Technologies
TT
$104B
$1.58M 0.08%
3,784
+89
DVY icon
240
iShares Select Dividend ETF
DVY
$22.6B
$1.57M 0.08%
10,390
-21,828
AMT icon
241
American Tower
AMT
$88.9B
$1.57M 0.08%
9,113
+556
UNP icon
242
Union Pacific
UNP
$161B
$1.57M 0.08%
6,456
+240
EPD icon
243
Enterprise Products Partners
EPD
$80.8B
$1.57M 0.08%
41,376
+7,619
BLCR icon
244
BlackRock Large Cap Core ETF
BLCR
$5.95B
$1.56M 0.08%
+37,921
SHEL icon
245
Shell
SHEL
$237B
$1.54M 0.08%
16,538
+6,329
SHV icon
246
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
$1.53M 0.08%
13,862
+9,335
PWR icon
247
Quanta Services
PWR
$104B
$1.52M 0.08%
2,765
+365
IAU icon
248
iShares Gold Trust
IAU
$66.1B
$1.51M 0.08%
17,148
-32,680
CVS icon
249
CVS Health
CVS
$124B
$1.5M 0.08%
20,912
-1,992
NOC icon
250
Northrop Grumman
NOC
$77.9B
$1.49M 0.08%
2,178
+408
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