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
401
$223K 0.03%
12,638
-150
402
$218K 0.03%
+8,500
403
$217K 0.03%
+7,183
404
$217K 0.03%
+7,717
405
$215K 0.03%
+1,517
406
$211K 0.02%
+971
407
$210K 0.02%
2,089
408
$206K 0.02%
772
+96
409
$204K 0.02%
+21,800
410
$204K 0.02%
+964
411
$204K 0.02%
+92
412
$201K 0.02%
17,950
-6,350
413
$200K 0.02%
2,879
-688
414
$200K 0.02%
+2,068
415
$190K 0.02%
20,000
416
$186K 0.02%
+11,164
417
$182K 0.02%
+13,000
418
$175K 0.02%
19,570
+299
419
$174K 0.02%
11,450
-6,427
420
$164K 0.02%
15,045
-513
421
$155K 0.02%
+14,800
422
$153K 0.02%
+10,000
423
$144K 0.02%
+14,151
424
$126K 0.01%
11,937
425
$123K 0.01%
13,422
-31,500
15 16
17
18 19