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
326
$339K 0.04%
2,638
+188
327
$335K 0.04%
8,429
328
$332K 0.04%
3,807
-23,722
329
$331K 0.04%
+8,035
330
$330K 0.04%
2,456
+120
331
$329K 0.04%
5,953
+1,619
332
$328K 0.04%
2,568
+76
333
$327K 0.04%
+5,741
334
$325K 0.04%
1,690
+173
335
$323K 0.04%
3,055
+55
336
$322K 0.04%
1,717
-1
337
$321K 0.04%
2,811
+18
338
$321K 0.04%
10,231
-108
339
$319K 0.04%
396
+5
340
$317K 0.04%
7,212
-223
341
$316K 0.04%
4,756
+120
342
$315K 0.04%
2,219
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343
$315K 0.04%
1,524
+24
344
$314K 0.04%
11,600
-1,050
345
$312K 0.04%
3,063
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346
$310K 0.04%
+3,538
347
$309K 0.04%
1,823
+11
348
$304K 0.04%
6,480
-258,055
349
$301K 0.04%
5,071
+529
350
$300K 0.04%
3,392
+36
12 13
14
15 16