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
301
$1.35M 0.06%
55,633
+250
302
$1.35M 0.06%
24,801
+7,066
303
$1.34M 0.06%
56,776
+44,565
304
$1.32M 0.06%
16,132
-24,541
305
$1.3M 0.06%
10,013
+4,959
306
$1.27M 0.06%
26,002
+5,282
307
$1.24M 0.06%
17,434
+101
308
$1.23M 0.06%
+3,368
309
$1.22M 0.06%
25,626
-639
310
$1.21M 0.05%
11,953
+2,456
311
$1.21M 0.05%
2,578
-16
312
$1.19M 0.05%
5,440
+91
313
$1.18M 0.05%
12,676
-229
314
$1.18M 0.05%
4,440
+1,774
315
$1.18M 0.05%
3,367
+2,453
316
$1.17M 0.05%
4,101
-159
317
$1.17M 0.05%
4,181
-901
318
$1.17M 0.05%
+3,772
319
$1.17M 0.05%
30,570
-183
320
$1.16M 0.05%
+58,996
321
$1.15M 0.05%
81,734
-83,839
322
$1.15M 0.05%
5,113
+1,789
323
$1.15M 0.05%
30,589
+14,390
324
$1.15M 0.05%
27,655
+1,572
325
$1.13M 0.05%
7,165
-24
11 12
13
14 15