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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
DGX icon
601
Quest Diagnostics
DGX
$22.6B
$251K 0.01%
1,279
-186
YUM icon
602
Yum! Brands
YUM
$41.6B
$249K 0.01%
+1,604
HSY icon
603
Hershey
HSY
$35.8B
$249K 0.01%
1,198
-322
SU icon
604
Suncor Energy
SU
$73.3B
$248K 0.01%
+3,756
CSGP icon
605
CoStar Group
CSGP
$14B
$248K 0.01%
+6,140
DOGG icon
606
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$73.7M
$247K 0.01%
11,377
-523
DVN icon
607
Devon Energy
DVN
$53.7B
$247K 0.01%
4,906
-662
PPL icon
608
PPL Corp
PPL
$26.8B
$246K 0.01%
6,452
-2,241
UGL icon
609
ProShares Ultra Gold
UGL
$669M
$246K 0.01%
+4,000
UNM icon
610
Unum
UNM
$14.5B
$246K 0.01%
+3,363
W icon
611
Wayfair
W
$9.06B
$244K 0.01%
3,238
SPYM
612
State Street SPDR Portfolio S&P 500 ETF
SPYM
$143B
$243K 0.01%
3,177
-3,054
AON icon
613
Aon
AON
$71.8B
$241K 0.01%
747
-62
SMH icon
614
VanEck Semiconductor ETF
SMH
$65.2B
$240K 0.01%
625
-4,583
CME icon
615
CME Group
CME
$95.3B
$237K 0.01%
802
-396
APO icon
616
Apollo Global Management
APO
$75.6B
$236K 0.01%
2,119
-977
QJUN icon
617
FT Vest Growth-100 Buffer ETF June
QJUN
$639M
$236K 0.01%
7,545
SHBI icon
618
Shore Bancshares
SHBI
$740M
$235K 0.01%
+12,566
KMX icon
619
CarMax
KMX
$6.88B
$234K 0.01%
+5,628
RSG icon
620
Republic Services
RSG
$65.4B
$234K 0.01%
1,067
-332
CCOR icon
621
Core Alternative Capital
CCOR
$27.3M
$233K 0.01%
8,937
+593
ROST icon
622
Ross Stores
ROST
$74.4B
$233K 0.01%
1,075
-316
IWC icon
623
iShares Micro-Cap ETF
IWC
$1.38B
$232K 0.01%
1,456
-62
IJT icon
624
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.5B
$232K 0.01%
+1,606
PPG icon
625
PPG Industries
PPG
$25.2B
$231K 0.01%
+2,158
23 24
25
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