IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$18.7M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$11.2M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$12.1M
2
+$7.19M
3
+$4.21M
4
TSM icon
TSMC
TSM
+$2.28M
5
K icon
Kellanova
K
+$2.1M

Sector Composition

1 Technology 12.73%
2 Consumer Discretionary 8.62%
3 Financials 8.58%
4 Industrials 6.47%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$666K 0.08%
27,362
+40
227
$651K 0.08%
13,665
+5,492
228
$645K 0.08%
51,854
-400
229
$640K 0.08%
66,500
+51,000
230
$633K 0.07%
20,507
-5,689
231
$623K 0.07%
3,578
-1,510
232
$620K 0.07%
+18,152
233
$615K 0.07%
7,479
+1,585
234
$603K 0.07%
11,459
-2,682
235
$603K 0.07%
9,793
+3,992
236
$602K 0.07%
21,850
+50
237
$590K 0.07%
15,125
+426
238
$585K 0.07%
+11,199
239
$579K 0.07%
1,428
+253
240
$572K 0.07%
9,532
+1,032
241
$568K 0.07%
6,223
+82
242
$567K 0.07%
33,945
+18,351
243
$566K 0.07%
17,930
-8,470
244
$563K 0.07%
15,916
245
$547K 0.06%
6,358
-996
246
$546K 0.06%
10,472
+3,593
247
$539K 0.06%
6,107
+62
248
$529K 0.06%
2,408
-45
249
$528K 0.06%
15,064
-6,538
250
$526K 0.06%
73,920
-10,239
8 9
10
11 12