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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
LDOS icon
651
Leidos
LDOS
$15.3B
$213K 0.01%
1,371
-25
ORLY icon
652
O'Reilly Automotive
ORLY
$75B
$213K 0.01%
2,306
-20,075
ARKK icon
653
ARK Innovation ETF
ARKK
$6.45B
$213K 0.01%
3,145
-38,128
CHKP icon
654
Check Point Software Technologies
CHKP
$13.1B
$211K 0.01%
1,475
+220
TAN icon
655
Invesco Solar ETF
TAN
$1.86B
$210K 0.01%
+3,766
FBND icon
656
Fidelity Total Bond ETF
FBND
$26.1B
$208K 0.01%
+4,565
VCLT icon
657
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.27B
$208K 0.01%
2,784
+97
GDMN icon
658
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
GDMN
$156M
$208K 0.01%
+2,052
QDEC icon
659
FT Vest Growth-100 Buffer ETF December
QDEC
$681M
$208K 0.01%
6,600
FDLS icon
660
Inspire Fidelis Multi Factor ETF
FDLS
$209M
$207K 0.01%
5,602
SCHH icon
661
Schwab US REIT ETF
SCHH
$10.2B
$206K 0.01%
9,586
-2,199
APTV icon
662
Aptiv
APTV
$13.8B
$206K 0.01%
+2,964
MAGS icon
663
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.62B
$205K 0.01%
3,536
+229
ZBH icon
664
Zimmer Biomet
ZBH
$17.1B
$205K 0.01%
+2,266
GMAB icon
665
Genmab
GMAB
$15B
$205K 0.01%
+7,635
F icon
666
Ford
F
$57B
$204K 0.01%
17,685
-9,498
VTR icon
667
Ventas
VTR
$41B
$203K 0.01%
2,486
-2,414
PHYS icon
668
Sprott Physical Gold
PHYS
$14.7B
$203K 0.01%
+5,715
COIN icon
669
Coinbase
COIN
$40.6B
$202K 0.01%
1,158
-4,645
MAR icon
670
Marriott International
MAR
$102B
$201K 0.01%
613
-214
IGEB icon
671
iShares Investment Grade Systematic Bond ETF
IGEB
$1.35B
$200K 0.01%
+4,442
DUSB icon
672
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.09B
$200K 0.01%
+3,945
HR icon
673
Healthcare Realty
HR
$7.09B
$199K 0.01%
11,703
-1,747
DHY
674
Credit Suisse High Yield Credit Fund
DHY
$242M
$185K 0.01%
97,380
+54,926
PGF icon
675
Invesco Financial Preferred ETF
PGF
$689M
$168K 0.01%
12,229
-48,010
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