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
276
$997K 0.06%
12,754
-510
277
$989K 0.06%
25,460
-365
278
$988K 0.06%
2,154
-30
279
$986K 0.06%
7,479
-52
280
$978K 0.06%
4,972
-46
281
$975K 0.06%
8,829
-825
282
$974K 0.06%
9,288
+2,920
283
$972K 0.06%
64,724
+19,158
284
$958K 0.06%
4,275
285
$957K 0.06%
25,592
+1,036
286
$956K 0.06%
21,396
-56
287
$951K 0.06%
10,273
-58
288
$950K 0.06%
8,467
-239
289
$918K 0.06%
9,475
-360
290
$912K 0.06%
15,054
+5,468
291
$906K 0.06%
8,938
292
$904K 0.06%
9,905
-308
293
$900K 0.06%
25,308
+1,004
294
$897K 0.05%
18,809
+1,422
295
$897K 0.05%
13,854
-348
296
$892K 0.05%
31,413
-4,234
297
$891K 0.05%
4,684
+67
298
$888K 0.05%
9,551
-249
299
$878K 0.05%
3,099
-161
300
$873K 0.05%
6,024
-295
10 11
12
13 14