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
351
$299K 0.04%
5,525
+57
352
$298K 0.03%
3,202
-8,744
353
$296K 0.03%
+800
354
$293K 0.03%
+4,740
355
$292K 0.03%
2,044
-19
356
$290K 0.03%
+2,902
357
$289K 0.03%
+3,425
358
$286K 0.03%
5,296
+445
359
$285K 0.03%
+6,215
360
$285K 0.03%
4,876
+268
361
$277K 0.03%
24,790
362
$277K 0.03%
+935
363
$276K 0.03%
2,487
-996
364
$274K 0.03%
+5,944
365
$273K 0.03%
+1,565
366
$271K 0.03%
3,694
-3,307
367
$270K 0.03%
11,673
+358
368
$269K 0.03%
4,196
-193
369
$269K 0.03%
4,820
+180
370
$265K 0.03%
+2,710
371
$263K 0.03%
+2,739
372
$260K 0.03%
+51,168
373
$258K 0.03%
+3,471
374
$257K 0.03%
3,945
+92
375
$256K 0.03%
+8,353
13 14
15
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