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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.39M 0.06%
56,979
+1,346
302
$1.39M 0.06%
55,247
-3,749
303
$1.38M 0.06%
3,726
-45
304
$1.37M 0.06%
7,661
+1,848
305
$1.36M 0.06%
3,991
-362
306
$1.35M 0.06%
7,126
-39
307
$1.34M 0.06%
18,328
+2,196
308
$1.31M 0.06%
4,089
-12
309
$1.31M 0.05%
21,373
-2,864
310
$1.3M 0.05%
558
+194
311
$1.3M 0.05%
9,491
-10,527
312
$1.3M 0.05%
1,203
-315
313
$1.29M 0.05%
25,621
-5
314
$1.28M 0.05%
18,358
+924
315
$1.27M 0.05%
24,773
-45,829
316
$1.26M 0.05%
293
-5
317
$1.24M 0.05%
16,904
+1,778
318
$1.24M 0.05%
3,903
+131
319
$1.23M 0.05%
5,152
+1,002
320
$1.22M 0.05%
2,578
321
$1.22M 0.05%
17,980
-9,890
322
$1.21M 0.05%
47,516
-10,444
323
$1.19M 0.05%
37,913
-3,096
324
$1.19M 0.05%
4,006
-175
325
$1.19M 0.05%
12,512
+294
11 12
13
14 15