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
376
$567K 0.03%
7,009
377
$566K 0.03%
5,322
-86
378
$564K 0.03%
11,124
+548
379
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-29
380
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5,133
-185
381
$553K 0.03%
2,134
+35
382
$551K 0.03%
8,055
-1,213
383
$550K 0.03%
48,808
384
$550K 0.03%
12,036
-156
385
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13,069
+6,060
386
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41,427
387
$547K 0.03%
6,382
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388
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5,740
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389
$544K 0.03%
16,877
-869
390
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3,556
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391
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392
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393
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51,596
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394
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209
395
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13,300
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396
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25,447
-250
397
$528K 0.03%
11,169
-303
398
$527K 0.03%
4,977
+50
399
$520K 0.03%
20,891
+7,710
400
$516K 0.03%
7,917
-353
14 15
16
17 18