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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
BABA icon
401
Alibaba
BABA
$279B
$685K 0.04%
5,463
-2,177
CCJ icon
402
Cameco
CCJ
$41.7B
$684K 0.04%
+6,294
SPYG icon
403
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.9B
$683K 0.04%
6,981
-1,367
MYN icon
404
BlackRock MuniYield New York Quality Fund
MYN
$385M
$682K 0.04%
+71,015
FPEI icon
405
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.88B
$681K 0.04%
35,863
-24,542
UBER icon
406
Uber
UBER
$141B
$676K 0.04%
9,402
-5,630
ENB icon
407
Enbridge
ENB
$124B
$673K 0.04%
12,424
-38,830
FTQI icon
408
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
$869M
$668K 0.04%
33,558
+11,764
VRTX icon
409
Vertex Pharmaceuticals
VRTX
$111B
$661K 0.03%
1,481
-693
ITA icon
410
iShares US Aerospace & Defense ETF
ITA
$13.7B
$659K 0.03%
3,014
-86
XYL icon
411
Xylem
XYL
$25.7B
$652K 0.03%
5,459
-60
GWW icon
412
W.W. Grainger
GWW
$62.4B
$648K 0.03%
+594
XLRE icon
413
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.06B
$647K 0.03%
15,841
+595
HLT icon
414
Hilton Worldwide
HLT
$77.1B
$646K 0.03%
2,125
-26
REGN icon
415
Regeneron Pharmaceuticals
REGN
$63.4B
$639K 0.03%
+828
UPS icon
416
United Parcel Service
UPS
$88.1B
$633K 0.03%
6,434
-8,184
EXC icon
417
Exelon
EXC
$46.8B
$627K 0.03%
12,800
-1,166
CWS icon
418
AdvisorShares Focused Equity ETF
CWS
$134M
$626K 0.03%
9,665
-1,345
FCX icon
419
Freeport-McMoran
FCX
$90.3B
$624K 0.03%
10,610
-37
AMP icon
420
Ameriprise Financial
AMP
$40.8B
$620K 0.03%
1,396
-43
ICF icon
421
iShares Select U.S. REIT ETF
ICF
$2.1B
$619K 0.03%
10,002
-103
KEYS icon
422
Keysight
KEYS
$55.8B
$609K 0.03%
2,156
+597
PKG icon
423
Packaging Corp of America
PKG
$19.3B
$608K 0.03%
2,866
+6
GVI icon
424
iShares Intermediate Government/Credit Bond ETF
GVI
$3.74B
$607K 0.03%
5,690
+15
CMCSA icon
425
Comcast
CMCSA
$85.4B
$605K 0.03%
21,083
-2,786
15 16
17
18 19