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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
251
$1.88M 0.08%
3,150
-205
252
$1.86M 0.08%
18,075
+6,122
253
$1.85M 0.08%
14,944
-269
254
$1.84M 0.08%
7,804
+934
255
$1.84M 0.08%
29,033
+3,090
256
$1.82M 0.08%
5,995
+308
257
$1.81M 0.08%
19,042
+689
258
$1.79M 0.08%
23,724
-474
259
$1.78M 0.07%
8,250
+650
260
$1.78M 0.07%
34,740
+1,959
261
$1.77M 0.07%
9,491
+191
262
$1.76M 0.07%
15,828
+212
263
$1.73M 0.07%
9,403
-16,543
264
$1.72M 0.07%
34,916
+2,789
265
$1.69M 0.07%
10,413
-767
266
$1.68M 0.07%
17,791
-484
267
$1.68M 0.07%
2,174
-18
268
$1.68M 0.07%
1,271
+7
269
$1.67M 0.07%
3,655
-57
270
$1.67M 0.07%
37,710
+801
271
$1.66M 0.07%
6,727
-328
272
$1.64M 0.07%
68,859
+12,083
273
$1.63M 0.07%
28,282
+3,481
274
$1.6M 0.07%
30,298
-30
275
$1.6M 0.07%
25,451
+1,297
9 10
11
12 13