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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$921K 0.04%
18,642
+13,911
377
$917K 0.04%
+4,291
378
$913K 0.04%
1,337
+128
379
$912K 0.04%
16,545
-100
380
$910K 0.04%
16,394
+4,119
381
$901K 0.04%
3,021
-119
382
$896K 0.04%
44,189
+1,057
383
$893K 0.04%
3,618
-67
384
$890K 0.04%
4,998
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385
$889K 0.04%
19,577
-3,193
386
$886K 0.04%
3,019
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387
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12,255
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18,310
+1,702
389
$881K 0.04%
83,881
-10,306
390
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+13,387
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8,270
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35,714
-7
393
$856K 0.04%
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3,337
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395
$848K 0.04%
2,487
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396
$843K 0.04%
12,791
+5,188
397
$842K 0.04%
2,757
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398
$840K 0.04%
5,695
-115
399
$836K 0.04%
+11,909
400
$831K 0.03%
1,712
+189
14 15
16
17 18