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
276
$442K 0.05%
20,636
+406
277
$441K 0.05%
5,435
-343
278
$430K 0.05%
1,484
+309
279
$425K 0.05%
479,800
+67,700
280
$424K 0.05%
7,349
+768
281
$420K 0.05%
8,203
+2,023
282
$420K 0.05%
56,500
283
$417K 0.05%
7,784
+1,290
284
$416K 0.05%
+4,290
285
$416K 0.05%
16,550
+3,900
286
$413K 0.05%
6,662
+333
287
$411K 0.05%
+41,300
288
$408K 0.05%
4,379
-129
289
$407K 0.05%
10,378
+82
290
$405K 0.05%
7,697
+822
291
$404K 0.05%
3,429
+560
292
$401K 0.05%
+3,980
293
$399K 0.05%
1,030
+111
294
$396K 0.05%
1,201
+1
295
$395K 0.05%
1,986
+100
296
$392K 0.05%
1,651
+254
297
$391K 0.05%
2,076
+7
298
$390K 0.05%
5,423
-12,190
299
$388K 0.05%
12,783
-368
300
$381K 0.04%
+6,848
10 11
12
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