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
251
$1.14M 0.07%
14,565
+1,873
252
$1.14M 0.07%
71,146
-8,680
253
$1.13M 0.07%
4,911
-197
254
$1.11M 0.07%
67,083
+147
255
$1.11M 0.07%
50,251
-15
256
$1.11M 0.07%
12,472
-263
257
$1.11M 0.07%
18,600
-11,251
258
$1.1M 0.07%
22,466
+936
259
$1.09M 0.07%
11,443
-1,665
260
$1.09M 0.07%
14,543
+238
261
$1.08M 0.07%
26,534
-916
262
$1.08M 0.07%
5,476
+314
263
$1.07M 0.07%
16,291
+632
264
$1.06M 0.06%
31,193
-422
265
$1.06M 0.06%
30,736
-1,028
266
$1.06M 0.06%
2,431
-134
267
$1.06M 0.06%
12,164
-4,695
268
$1.05M 0.06%
6,759
+595
269
$1.04M 0.06%
28,061
+1,726
270
$1.04M 0.06%
23,910
+925
271
$1.04M 0.06%
38,535
-413
272
$1.03M 0.06%
8,996
-40
273
$1.03M 0.06%
38,883
+567
274
$1.02M 0.06%
48,787
+758
275
$1.01M 0.06%
7,013
+2,115
9 10
11
12 13