We are live on ! Find out more
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
SPIB icon
451
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$520K 0.03%
15,513
-869
MFC icon
452
Manulife Financial
MFC
$65.5B
$517K 0.03%
15,020
-56,665
VRSN icon
453
VeriSign
VRSN
$26.3B
$512K 0.03%
2,061
+27
TJX icon
454
TJX Companies
TJX
$185B
$509K 0.03%
3,186
-1,210
IGV icon
455
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$506K 0.03%
+6,325
INTU icon
456
Intuit
INTU
$77.9B
$506K 0.03%
1,171
+71
KBE icon
457
State Street SPDR S&P Bank ETF
KBE
$1.42B
$506K 0.03%
8,501
-7
GRNY
458
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.22B
$503K 0.03%
21,081
-4,912
STIP icon
459
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$501K 0.03%
4,840
-22,611
BE icon
460
Bloom Energy
BE
$66.6B
$500K 0.03%
3,690
-514
PRF icon
461
Invesco FTSE RAFI US 1000 ETF
PRF
$9.45B
$493K 0.03%
10,374
+1,124
KHC icon
462
Kraft Heinz
KHC
$28.6B
$492K 0.03%
21,879
+6,256
MINT icon
463
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$485K 0.03%
4,822
-125
DES icon
464
WisdomTree US SmallCap Dividend Fund
DES
$2.11B
$483K 0.03%
13,450
MNA icon
465
IQ ARB Merger Arbitrage ETF
MNA
$251M
$482K 0.03%
13,260
+114
IWD icon
466
iShares Russell 1000 Value ETF
IWD
$74.6B
$476K 0.03%
2,229
-968
LMUB
467
iShares Long-Term National Muni Bond ETF
LMUB
$1.62B
$475K 0.02%
+9,509
SONY icon
468
Sony
SONY
$123B
$475K 0.02%
22,925
+1,354
GIL icon
469
Gildan
GIL
$10.6B
$474K 0.02%
8,525
+900
OXY icon
470
Occidental Petroleum
OXY
$57.2B
$472K 0.02%
7,258
-511
MEDP icon
471
Medpace
MEDP
$13.4B
$471K 0.02%
981
+104
EA icon
472
Electronic Arts
EA
$50.9B
$470K 0.02%
2,307
-138
ETHA
473
iShares Ethereum Trust ETF
ETHA
$4.64B
$468K 0.02%
29,579
+9,477
TDI icon
474
Touchstone Dynamic International ETF
TDI
$334M
$468K 0.02%
+11,337
KMI icon
475
Kinder Morgan
KMI
$71B
$464K 0.02%
13,836
-1,255
17 18
19
20 21