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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
HFXI icon
476
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.75B
$463K 0.02%
13,788
+2,086
STAG icon
477
STAG Industrial
STAG
$7.26B
$463K 0.02%
12,832
-463
AZN icon
478
AstraZeneca
AZN
$278B
$458K 0.02%
2,320
-1,847
SRE icon
479
Sempra
SRE
$59.5B
$452K 0.02%
4,651
-31
IWY icon
480
iShares Russell Top 200 Growth ETF
IWY
$16.5B
$451K 0.02%
1,811
OEF icon
481
iShares S&P 100 ETF
OEF
$19.6B
$449K 0.02%
1,412
-34
BSX icon
482
Boston Scientific
BSX
$71.9B
$447K 0.02%
7,122
-414
MELI icon
483
Mercado Libre
MELI
$80.5B
$445K 0.02%
257
-55
ADM icon
484
Archer Daniels Midland
ADM
$39.2B
$436K 0.02%
+6,004
IBDU icon
485
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.86B
$435K 0.02%
18,723
+1,935
STT icon
486
State Street
STT
$44.8B
$435K 0.02%
3,439
-18,749
NVS icon
487
Novartis
NVS
$283B
$431K 0.02%
2,820
+782
SWX icon
488
Southwest Gas
SWX
$6.43B
$424K 0.02%
+4,878
AB icon
489
AllianceBernstein
AB
$3.46B
$422K 0.02%
11,259
+10
QID icon
490
ProShares UltraShort QQQ
QID
$275M
$421K 0.02%
+18,587
SCZ icon
491
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.2B
$421K 0.02%
5,371
-137
VST icon
492
Vistra
VST
$46.7B
$420K 0.02%
2,796
-800
AG icon
493
First Majestic Silver
AG
$7.76B
$419K 0.02%
+19,516
EFAV icon
494
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.19B
$418K 0.02%
4,574
+129
CB icon
495
Chubb
CB
$128B
$416K 0.02%
1,276
-168
VONG icon
496
Vanguard Russell 1000 Growth ETF
VONG
$43.1B
$409K 0.02%
3,731
-393
UA icon
497
Under Armour Class C
UA
$2.36B
$407K 0.02%
70,361
-2,091
SCHR icon
498
Schwab Intermediately-Term US Treasury ETF
SCHR
$13B
$406K 0.02%
16,280
-390
GSK icon
499
GSK
GSK
$103B
$399K 0.02%
7,227
-1,311
CALM icon
500
Cal-Maine
CALM
$3.75B
$399K 0.02%
+5,038
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