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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
SPOT icon
251
Spotify
SPOT
$102B
$1.49M 0.08%
3,064
-293
SPYV icon
252
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35B
$1.48M 0.08%
26,174
+1,734
KGC icon
253
Kinross Gold
KGC
$30.2B
$1.48M 0.08%
48,339
-9,283
VPLS icon
254
Vanguard Core Plus Bond ETF
VPLS
$1.56B
$1.47M 0.08%
+18,921
BINC icon
255
BlackRock Flexible Income ETF
BINC
$16.2B
$1.45M 0.08%
27,962
+19,447
TSCO icon
256
Tractor Supply
TSCO
$15.7B
$1.44M 0.08%
31,792
-815
MCD icon
257
McDonald's
MCD
$201B
$1.44M 0.08%
4,624
-1,746
BKNG icon
258
Booking.com
BKNG
$127B
$1.44M 0.08%
8,525
-225
JPST icon
259
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$1.43M 0.08%
28,287
-30,927
COF icon
260
Capital One
COF
$114B
$1.43M 0.08%
7,832
-8,349
CRM icon
261
Salesforce
CRM
$144B
$1.43M 0.07%
7,645
-3,810
VZ icon
262
Verizon
VZ
$191B
$1.41M 0.07%
28,039
-16,045
FDVV icon
263
Fidelity High Dividend ETF
FDVV
$9.66B
$1.4M 0.07%
25,376
-7,907
GE icon
264
GE Aerospace
GE
$345B
$1.39M 0.07%
4,883
-418
TDG icon
265
TransDigm Group
TDG
$70.3B
$1.38M 0.07%
1,195
-47
PFE icon
266
Pfizer
PFE
$146B
$1.38M 0.07%
48,997
-6,293
IWF icon
267
iShares Russell 1000 Growth ETF
IWF
$126B
$1.37M 0.07%
12,884
-31,292
AMAT icon
268
Applied Materials
AMAT
$396B
$1.37M 0.07%
4,006
-1,465
EQX icon
269
Equinox Gold
EQX
$8.25B
$1.35M 0.07%
93,075
+1,075
GNRC icon
270
Generac Holdings
GNRC
$15.4B
$1.35M 0.07%
6,887
+4,544
T icon
271
AT&T
T
$158B
$1.33M 0.07%
46,026
-34,961
SHW icon
272
Sherwin-Williams
SHW
$76.6B
$1.33M 0.07%
4,150
-48
IWO icon
273
iShares Russell 2000 Growth ETF
IWO
$14.3B
$1.31M 0.07%
4,171
-44
JEPQ icon
274
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.8B
$1.3M 0.07%
23,475
-7,564
GEV icon
275
GE Vernova
GEV
$247B
$1.3M 0.07%
1,490
+37
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