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
251
$523K 0.06%
17,689
+8,180
252
$522K 0.06%
4,347
+450
253
$514K 0.06%
2,804
-8,611
254
$513K 0.06%
16,258
-1,993
255
$511K 0.06%
2,652
-171
256
$510K 0.06%
6,492
+145
257
$506K 0.06%
8,919
-40,218
258
$498K 0.06%
16,584
+5,726
259
$498K 0.06%
15,905
-153
260
$495K 0.06%
3,868
+215
261
$491K 0.06%
24,709
+497
262
$489K 0.06%
12,451
+1,985
263
$489K 0.06%
15,925
+3,200
264
$486K 0.06%
5,496
+2,824
265
$486K 0.06%
8,287
+306
266
$482K 0.06%
9,609
-3,409
267
$478K 0.06%
2,653
+1,281
268
$465K 0.05%
3,331
269
$460K 0.05%
6,563
+2,696
270
$458K 0.05%
8,508
-30
271
$457K 0.05%
4,587
+390
272
$455K 0.05%
+33,662
273
$451K 0.05%
7,942
-81
274
$447K 0.05%
2,382
+315
275
$443K 0.05%
6,402
+243
9 10
11
12 13