IAN

Integrated Advisors Network Portfolio holdings

AUM $2.26B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.6M
3
+$10.4M
4
AVGO icon
Broadcom
AVGO
+$7.45M
5
PLTR icon
Palantir
PLTR
+$6.5M

Top Sells

1
+$32.2M
2
+$30.8M
3
+$23.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.36M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.37M

Sector Composition

1 Technology 15.44%
2 Financials 8.01%
3 Industrials 4.15%
4 Consumer Discretionary 4.11%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.19M 0.1%
9,889
-567
227
$2.18M 0.1%
39,221
+1,911
228
$2.14M 0.1%
14,484
-3,245
229
$2.14M 0.1%
16,213
-19,544
230
$2.11M 0.1%
42,141
+993
231
$2.1M 0.09%
23,800
-1,930
232
$2.09M 0.09%
17,475
-1,613
233
$2.08M 0.09%
25,743
-16,385
234
$2.08M 0.09%
110,715
+2,632
235
$2.07M 0.09%
15,256
-10,747
236
$2.07M 0.09%
+23,050
237
$2.04M 0.09%
20,931
+3,482
238
$2.04M 0.09%
11,180
+528
239
$2.03M 0.09%
76,249
+60,814
240
$1.97M 0.09%
14,544
-32
241
$1.92M 0.09%
1,264
+5
242
$1.92M 0.09%
12,611
-326
243
$1.91M 0.09%
14,873
+4,954
244
$1.9M 0.09%
3,355
-41
245
$1.9M 0.09%
9,225
-325
246
$1.89M 0.09%
3,712
-35
247
$1.88M 0.09%
23,496
+59
248
$1.8M 0.08%
28,186
+2,202
249
$1.8M 0.08%
15,213
-700
250
$1.79M 0.08%
58,381
+39,574
8 9
10
11 12