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
301
$380K 0.04%
214
302
$380K 0.04%
7,989
+437
303
$379K 0.04%
3,051
+604
304
$373K 0.04%
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-553
305
$365K 0.04%
1,186
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306
$364K 0.04%
3,657
-10,791
307
$363K 0.04%
4,809
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308
$361K 0.04%
7,079
+2,172
309
$359K 0.04%
+576
310
$358K 0.04%
3,103
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311
$357K 0.04%
2,104
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312
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+3,235
313
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3,307
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314
$354K 0.04%
50,528
+528
315
$353K 0.04%
4,659
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316
$351K 0.04%
6,803
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317
$351K 0.04%
5,902
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318
$350K 0.04%
5,501
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319
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7,083
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320
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5,688
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321
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6,033
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322
$346K 0.04%
49,260
-7,114
323
$346K 0.04%
11,250
-400
324
$341K 0.04%
8,109
-2,505
325
$340K 0.04%
6,558
+1,133
11 12
13
14 15