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
376
$253K 0.03%
+5,139
377
$253K 0.03%
+1,276
378
$248K 0.03%
+10,032
379
$247K 0.03%
22,712
380
$247K 0.03%
+3,262
381
$246K 0.03%
+3,159
382
$245K 0.03%
8,792
+318
383
$241K 0.03%
2,350
-3,336
384
$240K 0.03%
+1,245
385
$238K 0.03%
+994
386
$238K 0.03%
+3,726
387
$237K 0.03%
8,351
-420
388
$235K 0.03%
11,090
-242
389
$235K 0.03%
+2,413
390
$235K 0.03%
3,560
-1,900
391
$235K 0.03%
+1,573
392
$234K 0.03%
+1,508
393
$233K 0.03%
+14,686
394
$232K 0.03%
+3,094
395
$231K 0.03%
+2,426
396
$230K 0.03%
2,016
-168
397
$229K 0.03%
+2,451
398
$226K 0.03%
+968
399
$224K 0.03%
4,082
+19
400
$223K 0.03%
19,600
14 15
16
17 18