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
CLX icon
551
Clorox
CLX
$12B
$313K 0.02%
+3,020
JLL icon
552
Jones Lang LaSalle
JLL
$13.8B
$312K 0.02%
1,026
-1,836
SILJ icon
553
Amplify Junior Silver Miners ETF
SILJ
$3.21B
$311K 0.02%
10,450
-1,950
PPA icon
554
Invesco Aerospace & Defense ETF
PPA
$7.87B
$309K 0.02%
+1,866
LNC icon
555
Lincoln National
LNC
$6.92B
$308K 0.02%
8,677
+279
ICE icon
556
Intercontinental Exchange
ICE
$79.4B
$302K 0.02%
1,918
-779
GILD icon
557
Gilead Sciences
GILD
$151B
$301K 0.02%
2,160
-5,666
DBEF icon
558
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.63B
$301K 0.02%
6,084
+1,842
ESGU icon
559
iShares ESG Aware MSCI USA ETF
ESGU
$17B
$300K 0.02%
2,124
-21,989
CALI
560
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$381M
$300K 0.02%
5,946
SCHE icon
561
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$299K 0.02%
9,089
-1,239
EUHY
562
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$213M
$296K 0.02%
+5,642
ARM icon
563
Arm
ARM
$328B
$295K 0.02%
1,951
-732
HSBC icon
564
HSBC
HSBC
$295B
$295K 0.02%
3,571
+134
SOLS
565
Solstice Advanced Materials
SOLS
$12.3B
$294K 0.02%
+3,861
IDV icon
566
iShares International Select Dividend ETF
IDV
$8.43B
$294K 0.02%
6,898
-2,711
MDLZ icon
567
Mondelez International
MDLZ
$82.4B
$293K 0.02%
5,089
-5,850
INVA icon
568
Innoviva
INVA
$1.7B
$292K 0.02%
12,517
+25
RWO icon
569
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.25B
$292K 0.02%
6,372
-952
DBA icon
570
Invesco DB Agriculture Fund
DBA
$1.18B
$290K 0.02%
+10,618
RWK icon
571
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.23B
$290K 0.02%
2,261
-71
MDYG icon
572
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.75B
$287K 0.02%
2,993
-4,561
HIGH icon
573
Simplify Enhanced Income ETF
HIGH
$73M
$286K 0.02%
13,415
-1,422
EL icon
574
Estee Lauder
EL
$30.9B
$286K 0.02%
3,983
-506
DD icon
575
DuPont de Nemours
DD
$18.3B
$284K 0.01%
6,196
-760
21 22
23
24 25