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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
SH icon
301
ProShares Short S&P500
SH
$1.09B
$1.08M 0.06%
28,392
+9,050
VTIP icon
302
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$1.07M 0.06%
21,505
-42,594
SPMB icon
303
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.95B
$1.07M 0.06%
47,929
+28,124
GBTC icon
304
Grayscale Bitcoin Trust
GBTC
$9.35B
$1.07M 0.06%
20,322
-1,681
PH icon
305
Parker-Hannifin
PH
$114B
$1.07M 0.06%
1,197
-136
ELV icon
306
Elevance Health
ELV
$89B
$1.07M 0.06%
3,651
-1,304
BND icon
307
Vanguard Total Bond Market
BND
$156B
$1.06M 0.06%
14,350
-98,240
STX icon
308
Seagate
STX
$189B
$1.06M 0.06%
2,696
-2,257
SHOP icon
309
Shopify
SHOP
$142B
$1.05M 0.05%
8,827
-4,651
SYK icon
310
Stryker
SYK
$120B
$1.05M 0.05%
3,182
-629
CMI icon
311
Cummins
CMI
$91.5B
$1.05M 0.05%
1,943
-394
FNDF icon
312
Schwab Fundamental International Large Company Index ETF
FNDF
$23.8B
$1.04M 0.05%
21,250
+637
TXT icon
313
Textron
TXT
$16.3B
$1.03M 0.05%
11,745
+4,547
DFEB icon
314
FT Vest US Equity Deep Buffer ETF February
DFEB
$454M
$1.03M 0.05%
21,707
+320
ITW icon
315
Illinois Tool Works
ITW
$73.6B
$1.03M 0.05%
3,950
+27
IWN icon
316
iShares Russell 2000 Value ETF
IWN
$14B
$1.03M 0.05%
5,412
-127
AIG icon
317
American International
AIG
$39.1B
$1.01M 0.05%
13,394
-272
BUCK icon
318
Simplify Stable Income ETF
BUCK
$439M
$1.01M 0.05%
42,829
-17,003
AZO icon
319
AutoZone
AZO
$51.6B
$1.01M 0.05%
298
+14
VXUS icon
320
Vanguard Total International Stock ETF
VXUS
$149B
$999K 0.05%
12,959
-4,214
ACN icon
321
Accenture
ACN
$106B
$986K 0.05%
4,975
-1,739
AIQ icon
322
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$984K 0.05%
21,074
+2,819
PSX icon
323
Phillips 66
PSX
$73.1B
$971K 0.05%
5,328
-516
BITQ icon
324
Bitwise Crypto Industry Innovators ETF
BITQ
$451M
$970K 0.05%
51,425
-2,533
INFQ
325
Infleqtion Inc
INFQ
$3.14B
$962K 0.05%
+98,100
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13
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