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
$1.63B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.85M
3
+$3.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.75M
5
SHEL icon
Shell
SHEL
+$3.62M

Top Sells

1
+$17.5M
2
+$6.6M
3
+$6.59M
4
STX icon
Seagate
STX
+$4.11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.59M

Sector Composition

1 Technology 13.41%
2 Financials 5.68%
3 Healthcare 5.42%
4 Industrials 5.11%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.39M 0.09%
22,640
-783
227
$1.39M 0.09%
81,990
-14,208
228
$1.39M 0.08%
33,034
-1,183
229
$1.38M 0.08%
22,800
-1,425
230
$1.37M 0.08%
2,458
+142
231
$1.36M 0.08%
29,239
+3,672
232
$1.34M 0.08%
5,455
-37
233
$1.33M 0.08%
3,535
+78
234
$1.33M 0.08%
58,938
-3,252
235
$1.33M 0.08%
39,532
+2,248
236
$1.31M 0.08%
15,370
-40
237
$1.31M 0.08%
2,867
-253
238
$1.28M 0.08%
16,336
-12,451
239
$1.27M 0.08%
11,645
-170
240
$1.26M 0.08%
24,512
-244
241
$1.25M 0.08%
12,420
-6
242
$1.24M 0.08%
10,049
+2,507
243
$1.21M 0.07%
16,660
-124
244
$1.2M 0.07%
2,465
-40
245
$1.2M 0.07%
287,410
-390,100
246
$1.18M 0.07%
17,114
+6,322
247
$1.18M 0.07%
8,983
-129
248
$1.17M 0.07%
2,668
+72
249
$1.17M 0.07%
38,745
-612
250
$1.17M 0.07%
4,849
-239
8 9
10
11 12