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
351
$1M 0.05%
4,376
-214
352
$995K 0.05%
3,888
-2,101
353
$989K 0.04%
4,150
+377
354
$988K 0.04%
16,618
+1,603
355
$983K 0.04%
3,685
-123
356
$978K 0.04%
118,255
+104,150
357
$975K 0.04%
+94,187
358
$973K 0.04%
11,683
-310,075
359
$972K 0.04%
2,925
-226
360
$971K 0.04%
45,950
-19,500
361
$966K 0.04%
27,157
362
$961K 0.04%
20,605
363
$959K 0.04%
3,877
-1,885
364
$952K 0.04%
364
+179
365
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1,209
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366
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367
$944K 0.04%
18,787
-1,233
368
$939K 0.04%
20,287
-126
369
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3,017
-1,900
370
$928K 0.04%
59,400
+800
371
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2,080
-76
372
$926K 0.04%
22,770
+17,063
373
$926K 0.04%
8,350
+212
374
$897K 0.04%
+5,952
375
$887K 0.04%
+302,723
13 14
15
16 17