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
$1.98B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$26.7M
3
+$12.1M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.57M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.57M

Top Sells

1
+$16.9M
2
+$10.2M
3
+$10.1M
4
AMZN icon
Amazon
AMZN
+$9.1M
5
AVGO icon
Broadcom
AVGO
+$8.92M

Sector Composition

1 Technology 11.45%
2 Financials 6.51%
3 Healthcare 4.7%
4 Industrials 3.92%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$701K 0.04%
21,668
-4,546
377
$701K 0.04%
4,544
+35
378
$698K 0.04%
14,816
+5,752
379
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5,269
-681
380
$693K 0.04%
68,244
+527
381
$691K 0.04%
3,429
-15,874
382
$690K 0.03%
6,836
+296
383
$688K 0.03%
15,554
-79
384
$686K 0.03%
56,635
+30,200
385
$686K 0.03%
16,237
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386
$684K 0.03%
5,542
-141
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$682K 0.03%
10,421
+83
388
$679K 0.03%
15,491
-2,655
389
$676K 0.03%
60,501
-1,418
390
$670K 0.03%
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391
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4,175
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392
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1,384
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393
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394
$666K 0.03%
5,957
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395
$665K 0.03%
3,444
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396
$664K 0.03%
13,300
397
$664K 0.03%
6,125
-7,912
398
$660K 0.03%
7,669
-499
399
$660K 0.03%
+10,880
400
$657K 0.03%
11,687
+2,296
14 15
16
17 18