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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
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.26M 0.1%
25,317
+1,517
227
$2.23M 0.09%
3,104
-263
228
$2.23M 0.09%
13,921
-940
229
$2.21M 0.09%
105,565
+493
230
$2.2M 0.09%
42,068
-73
231
$2.19M 0.09%
108,314
-2,401
232
$2.18M 0.09%
11,012
-496
233
$2.16M 0.09%
18,908
-517
234
$2.11M 0.09%
4,942
-8,498
235
$2.09M 0.09%
+15,797
236
$2.08M 0.09%
15,563
+307
237
$2.08M 0.09%
24,786
+1,290
238
$2.05M 0.09%
13,227
+616
239
$2.03M 0.09%
28,015
+4,291
240
$2.01M 0.08%
14,344
-200
241
$2M 0.08%
10,405
+516
242
$1.96M 0.08%
62,115
+3,734
243
$1.96M 0.08%
28,563
+377
244
$1.92M 0.08%
52,945
+5,455
245
$1.92M 0.08%
33,824
+239
246
$1.91M 0.08%
17,017
-458
247
$1.91M 0.08%
50,581
+3,762
248
$1.9M 0.08%
23,585
+6,745
249
$1.89M 0.08%
70,085
-6,164
250
$1.88M 0.08%
7,627
-664
8 9
10
11 12