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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
LAMR icon
626
Lamar Advertising Co
LAMR
$15.3B
$230K 0.01%
1,817
-18,833
SOXX icon
627
iShares Semiconductor ETF
SOXX
$36.4B
$230K 0.01%
699
-404
FRDM icon
628
Freedom 100 Emerging Markets ETF
FRDM
$3.31B
$229K 0.01%
+4,190
BUFD icon
629
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.86B
$228K 0.01%
8,140
+683
AN icon
630
AutoNation
AN
$6.47B
$227K 0.01%
1,160
+15
FISV
631
Fiserv Inc
FISV
$28.4B
$226K 0.01%
+4,052
LUNR icon
632
Intuitive Machines
LUNR
$4.26B
$225K 0.01%
+12,137
ENVX icon
633
Enovix
ENVX
$1.37B
$225K 0.01%
43,396
+17,608
DG icon
634
Dollar General
DG
$24.3B
$225K 0.01%
+1,893
FIGB icon
635
Fidelity Investment Grade Bond ETF
FIGB
$499M
$222K 0.01%
5,162
+53
EXPE icon
636
Expedia Group
EXPE
$26.3B
$221K 0.01%
957
-2,864
PDBC icon
637
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.02B
$221K 0.01%
12,744
+905
XEL icon
638
Xcel Energy
XEL
$48.8B
$218K 0.01%
2,749
-985
NXRT
639
NexPoint Residential Trust
NXRT
$728M
$218K 0.01%
8,708
RPM icon
640
RPM International
RPM
$13.3B
$217K 0.01%
+2,186
FQAL icon
641
Fidelity Quality Factor ETF
FQAL
$1.38B
$217K 0.01%
2,989
-51
BF.B icon
642
Brown-Forman Class B
BF.B
$12.2B
$216K 0.01%
8,173
+35
CRI icon
643
Carter's
CRI
$1.45B
$216K 0.01%
+6,042
GFI icon
644
Gold Fields
GFI
$30B
$215K 0.01%
+4,737
WCN
645
Waste Connections
WCN
$40.4B
$215K 0.01%
1,322
-300
LNG icon
646
Cheniere Energy
LNG
$50.7B
$214K 0.01%
+755
BAX icon
647
Baxter International
BAX
$10.5B
$214K 0.01%
+12,744
LPLA icon
648
LPL Financial
LPLA
$23.1B
$214K 0.01%
712
+102
SAUG icon
649
FT Vest US Small Cap Moderate Buffer ETF August
SAUG
$105M
$214K 0.01%
8,312
ADUS icon
650
Addus HomeCare
ADUS
$1.74B
$213K 0.01%
+2,279
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