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
326
$749K 0.05%
5,117
-5,348
327
$746K 0.05%
7,041
-275
328
$744K 0.05%
+18,368
329
$744K 0.05%
7,521
-66,739
330
$728K 0.04%
5,224
-467
331
$724K 0.04%
9,213
+500
332
$714K 0.04%
10,491
+1,236
333
$713K 0.04%
22,664
-1,024
334
$712K 0.04%
5,930
-35
335
$706K 0.04%
9,063
336
$705K 0.04%
15,027
-1,125
337
$704K 0.04%
8,993
+885
338
$700K 0.04%
5,057
-76
339
$695K 0.04%
2,108
-35
340
$685K 0.04%
813
-16
341
$685K 0.04%
1,840
-12
342
$684K 0.04%
10,732
+1,751
343
$678K 0.04%
6,006
-123
344
$677K 0.04%
1,737
-162
345
$676K 0.04%
17,887
+124
346
$671K 0.04%
20,910
-1,200
347
$670K 0.04%
12,514
+1,886
348
$669K 0.04%
20,216
-468
349
$661K 0.04%
5,729
-53
350
$661K 0.04%
5,729
-392
12 13
14
15 16