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
276
$1.6M 0.07%
36,909
+1,666
277
$1.59M 0.07%
6,180
-691
278
$1.59M 0.07%
23,724
+276
279
$1.58M 0.07%
6,870
-13,299
280
$1.56M 0.07%
32,127
+731
281
$1.54M 0.07%
63,580
-6,254
282
$1.54M 0.07%
25,943
+948
283
$1.53M 0.07%
30,424
-9,821
284
$1.53M 0.07%
64,017
-967
285
$1.52M 0.07%
54,230
-1,699
286
$1.52M 0.07%
30,328
-499
287
$1.52M 0.07%
23,753
-3,985
288
$1.51M 0.07%
+22,039
289
$1.5M 0.07%
4,376
-52
290
$1.49M 0.07%
3,771
-10
291
$1.49M 0.07%
7,410
+83
292
$1.46M 0.07%
41,009
-4,794
293
$1.45M 0.07%
24,154
-148
294
$1.41M 0.06%
24,934
+1,203
295
$1.4M 0.06%
3,591
+71
296
$1.39M 0.06%
24,237
-3,957
297
$1.39M 0.06%
10,289
-398
298
$1.39M 0.06%
3,586
-354
299
$1.36M 0.06%
1,518
-34
300
$1.36M 0.06%
57,960
+38,057
10 11
12
13 14