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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
BSV icon
101
Vanguard Short-Term Bond ETF
BSV
$45B
$4.86M 0.25%
61,955
-2,361
MS icon
102
Morgan Stanley
MS
$332B
$4.78M 0.25%
29,061
-16,856
BUFR icon
103
FT Vest Fund of Buffer ETFs
BUFR
$9.55B
$4.77M 0.25%
141,209
-50,698
TMDX icon
104
Transmedics
TMDX
$2.57B
$4.73M 0.25%
+47,590
FTEC icon
105
Fidelity MSCI Information Technology Index ETF
FTEC
$20.1B
$4.67M 0.25%
22,457
+6,132
BIV icon
106
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
$4.67M 0.25%
60,516
+1,723
ETN icon
107
Eaton
ETN
$156B
$4.6M 0.24%
12,874
+3,667
IEF icon
108
iShares 7-10 Year Treasury Bond ETF
IEF
$46.9B
$4.6M 0.24%
48,195
-3,606
PLTR icon
109
Palantir
PLTR
$317B
$4.54M 0.24%
31,062
-3,734
SCHA icon
110
Schwab U.S Small- Cap ETF
SCHA
$22.6B
$4.49M 0.24%
154,292
-68,508
KKR icon
111
KKR & Co
KKR
$86.1B
$4.35M 0.23%
47,064
+18,101
DELL icon
112
Dell
DELL
$248B
$4.32M 0.23%
26,291
-6,723
VTEC icon
113
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.65B
$4.29M 0.23%
+43,285
D icon
114
Dominion Energy
D
$58.3B
$4.27M 0.22%
69,030
-2,581
SLV icon
115
iShares Silver Trust
SLV
$31.5B
$4.25M 0.22%
62,357
+2,906
ADI icon
116
Analog Devices
ADI
$197B
$4.24M 0.22%
13,336
-3,720
CMF icon
117
iShares California Muni Bond ETF
CMF
$4.45B
$4.23M 0.22%
+74,459
SHY icon
118
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$4.23M 0.22%
51,255
-19,411
LQD icon
119
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$4.09M 0.21%
37,496
-36,996
LOW icon
120
Lowe's Companies
LOW
$122B
$4.07M 0.21%
17,244
-143
NXPI icon
121
NXP Semiconductors
NXPI
$75.1B
$4.03M 0.21%
20,458
-604
NSI icon
122
National Security Emerging Markets Index ETF
NSI
$40.8M
$4.02M 0.21%
114,697
+3,888
EMB icon
123
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.4B
$3.99M 0.21%
42,470
-59,034
LRCX icon
124
Lam Research
LRCX
$409B
$3.96M 0.21%
18,538
+5,948
IBDR icon
125
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$3.95M 0.21%
163,011
+14,236
3 4
5
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