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
351
$658K 0.04%
5,953
-875
352
$654K 0.04%
14,400
-247
353
$654K 0.04%
10,314
-1,333
354
$652K 0.04%
11,879
-347
355
$649K 0.04%
6,478
-174
356
$648K 0.04%
23,795
-943
357
$645K 0.04%
16,726
+100
358
$638K 0.04%
4,184
-34
359
$633K 0.04%
35,406
360
$631K 0.04%
17,993
+65
361
$629K 0.04%
1,809
+9
362
$626K 0.04%
8,499
+567
363
$620K 0.04%
14,666
+516
364
$619K 0.04%
13,869
-4,275
365
$615K 0.04%
5,641
+497
366
$609K 0.04%
7,563
+1,115
367
$594K 0.04%
16,200
-450
368
$592K 0.04%
12,909
+2,713
369
$590K 0.04%
4,210
-222
370
$587K 0.04%
6,650
+42
371
$582K 0.04%
11,089
+25
372
$577K 0.04%
63,204
-148
373
$574K 0.04%
6,064
+19
374
$572K 0.04%
19,927
-650
375
$567K 0.03%
1,110
-145
13 14
15
16 17