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
301
$864K 0.05%
4,259
+10
302
$864K 0.05%
1,707
-248
303
$859K 0.05%
144
304
$848K 0.05%
30,431
305
$846K 0.05%
7,595
-416
306
$836K 0.05%
14,247
-7,151
307
$829K 0.05%
+20,438
308
$826K 0.05%
3,021
-37
309
$823K 0.05%
15,201
+1,038
310
$814K 0.05%
11,967
+705
311
$811K 0.05%
43,163
+200
312
$809K 0.05%
5,968
-8
313
$796K 0.05%
40,675
-1,693
314
$789K 0.05%
256
-14
315
$782K 0.05%
41,913
-765
316
$781K 0.05%
4,593
+132
317
$778K 0.05%
21,091
-283
318
$773K 0.05%
+3,966
319
$770K 0.05%
19,754
-10,461
320
$768K 0.05%
68,000
+17,200
321
$767K 0.05%
12,230
+210
322
$757K 0.05%
10,910
+4,586
323
$752K 0.05%
10,875
-7
324
$752K 0.05%
27,239
+1,357
325
$752K 0.05%
30,733
-662
11 12
13
14 15