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
251
$1.79M 0.08%
29,049
-34
252
$1.79M 0.08%
17,475
+10,630
253
$1.78M 0.08%
31,686
+755
254
$1.77M 0.08%
33,585
-2,303
255
$1.77M 0.08%
27,870
+8,079
256
$1.76M 0.08%
304
+7
257
$1.73M 0.08%
3,957
+123
258
$1.72M 0.08%
18,353
+1,579
259
$1.72M 0.08%
15,616
-455
260
$1.69M 0.08%
+18,011
261
$1.68M 0.08%
+7,487
262
$1.68M 0.08%
32,781
+3,673
263
$1.67M 0.08%
24,198
-38,347
264
$1.66M 0.08%
47,497
-4,607
265
$1.66M 0.08%
5,687
+108
266
$1.66M 0.07%
17,496
+1,056
267
$1.65M 0.07%
46,819
+3,843
268
$1.64M 0.07%
9,300
+182
269
$1.64M 0.07%
47,490
+2,029
270
$1.64M 0.07%
18,275
+810
271
$1.63M 0.07%
+35,834
272
$1.62M 0.07%
+8,264
273
$1.61M 0.07%
2,192
-20
274
$1.6M 0.07%
13,479
+7,354
275
$1.6M 0.07%
7,055
+3,611
9 10
11
12 13