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
326
$1.12M 0.05%
11,130
-1,979
327
$1.12M 0.05%
12,218
+54
328
$1.12M 0.05%
26,417
+562
329
$1.11M 0.05%
31,220
+24,528
330
$1.11M 0.05%
298
+4
331
$1.1M 0.05%
12,896
-363
332
$1.1M 0.05%
9,806
-532
333
$1.09M 0.05%
37,261
334
$1.08M 0.05%
+3,458
335
$1.08M 0.05%
12,959
-893
336
$1.07M 0.05%
34,391
+28
337
$1.05M 0.05%
31,947
-1,625
338
$1.05M 0.05%
15,126
+430
339
$1.04M 0.05%
10,559
+5,041
340
$1.04M 0.05%
33,838
+6,487
341
$1.03M 0.05%
140
-2
342
$1.03M 0.05%
3,831
-542
343
$1.02M 0.05%
23,238
+3,380
344
$1.02M 0.05%
8,901
345
$1.01M 0.05%
+9,000
346
$1.01M 0.05%
1,975
+1,446
347
$1.01M 0.05%
48,756
-6,645
348
$1.01M 0.05%
19,215
-505
349
$1M 0.05%
+4,353
350
$1M 0.05%
1,848
+81
12 13
14
15 16