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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
FHLC icon
376
Fidelity MSCI Health Care Index ETF
FHLC
$3.05B
$749K 0.04%
10,651
-236
MPWR icon
377
Monolithic Power Systems
MPWR
$73.3B
$746K 0.04%
682
-152
TER icon
378
Teradyne
TER
$55B
$745K 0.04%
2,513
-22,359
AER icon
379
AerCap
AER
$21.2B
$744K 0.04%
5,423
+870
EEM icon
380
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$739K 0.04%
13,014
-50,453
APD icon
381
Air Products & Chemicals
APD
$62.3B
$731K 0.04%
2,517
-86
DFSD icon
382
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.78B
$729K 0.04%
15,216
+7,875
WTAI icon
383
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$598M
$727K 0.04%
25,735
-6,469
ED icon
384
Consolidated Edison
ED
$39.7B
$726K 0.04%
6,415
-311
MRSH
385
Marsh
MRSH
$80.9B
$724K 0.04%
4,176
-191
HYMC icon
386
Hycroft Mining Holding Corp
HYMC
$2.15B
$723K 0.04%
20,529
+10,400
FLRN icon
387
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.92B
$720K 0.04%
23,402
+12,047
MGK icon
388
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$720K 0.04%
9,795
-9,175
ULTA icon
389
Ulta Beauty
ULTA
$20.3B
$720K 0.04%
1,377
-31
LHX icon
390
L3Harris
LHX
$57.1B
$719K 0.04%
2,084
-8,072
FBTC icon
391
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.5B
$712K 0.04%
+12,058
IYR icon
392
iShares US Real Estate ETF
IYR
$4.89B
$709K 0.04%
7,503
-5,769
NTNX icon
393
Nutanix
NTNX
$13.4B
$707K 0.04%
18,605
+12,354
CLOX icon
394
Panagram AAA CLO ETF
CLOX
$283M
$705K 0.04%
27,584
+14,433
NUBD icon
395
Nuveen ESG US Aggregate Bond ETF
NUBD
$447M
$702K 0.04%
31,624
+19,271
RDVI icon
396
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.23B
$699K 0.04%
27,347
-8,831
ASML icon
397
ASML
ASML
$676B
$691K 0.04%
523
-322
JCI icon
398
Johnson Controls International
JCI
$86.4B
$691K 0.04%
5,275
+1,002
AGGH icon
399
Simplify Aggregate Bond ETF
AGGH
$493M
$688K 0.04%
33,790
-19,666
PRU icon
400
Prudential Financial
PRU
$36.8B
$687K 0.04%
7,037
-982
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