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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
IWR icon
76
iShares Russell Mid-Cap ETF
IWR
$54.7B
$6.17M 0.32%
63,482
-2,222
ETHE
77
Grayscale Ethereum Staking ETF Shares
ETHE
$1.35B
$6.12M 0.32%
358,249
+210,612
MA icon
78
Mastercard
MA
$438B
$5.88M 0.31%
11,767
-1,377
CORO
79
iShares International Country Rotation Active ETF
CORO
$7.13B
$5.83M 0.31%
+181,308
VO icon
80
Vanguard Mid-Cap ETF
VO
$103B
$5.78M 0.3%
80,572
-16,136
GS icon
81
Goldman Sachs
GS
$304B
$5.75M 0.3%
6,794
+1,073
DYNF icon
82
BlackRock US Equity Factor Rotation ETF
DYNF
$36B
$5.73M 0.3%
98,446
+21,270
VB icon
83
Vanguard Small-Cap ETF
VB
$78.2B
$5.72M 0.3%
21,856
+709
NFLX icon
84
Netflix
NFLX
$343B
$5.67M 0.3%
58,995
+1,956
PODD icon
85
Insulet
PODD
$11.1B
$5.61M 0.29%
26,729
-19,238
KO icon
86
Coca-Cola
KO
$350B
$5.57M 0.29%
73,194
-4,829
SUB icon
87
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$5.57M 0.29%
52,262
-35,681
IDXX icon
88
Idexx Laboratories
IDXX
$45.7B
$5.5M 0.29%
9,792
+9,454
NEE icon
89
NextEra Energy
NEE
$177B
$5.45M 0.29%
58,680
+24,699
PEP icon
90
PepsiCo
PEP
$195B
$5.41M 0.28%
34,815
+1,948
IEMG icon
91
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$5.32M 0.28%
76,290
-2,909
SYLD icon
92
Cambria Shareholder Yield ETF
SYLD
$928M
$5.27M 0.28%
69,856
+30,883
AMD icon
93
Advanced Micro Devices
AMD
$775B
$5.16M 0.27%
25,359
-958
HD icon
94
Home Depot
HD
$320B
$5.15M 0.27%
15,658
-985
IJS icon
95
iShares S&P Small-Cap 600 Value ETF
IJS
$7.93B
$5.04M 0.26%
+42,524
IJK icon
96
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$5.03M 0.26%
+50,002
SPG icon
97
Simon Property Group
SPG
$68.7B
$4.97M 0.26%
26,651
+7,434
HON icon
98
Honeywell
HON
$137B
$4.92M 0.26%
21,785
+388
HYG icon
99
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$4.87M 0.26%
61,274
-20,917
XLF icon
100
State Street Financial Select Sector SPDR ETF
XLF
$49.2B
$4.87M 0.26%
98,711
-22,892
2 3
4
5 6