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
401
$513K 0.03%
7,003
-17
402
$510K 0.03%
19,551
+2,075
403
$504K 0.03%
4,189
-342
404
$504K 0.03%
5,476
+1,728
405
$503K 0.03%
6,623
-270
406
$502K 0.03%
12,264
+5
407
$502K 0.03%
4,160
-118
408
$502K 0.03%
18,335
-5,003
409
$501K 0.03%
16,293
-58
410
$500K 0.03%
8,426
-12,603
411
$497K 0.03%
12,259
-380
412
$494K 0.03%
15,647
+1,055
413
$493K 0.03%
1,817
-72
414
$493K 0.03%
11,139
+1,697
415
$492K 0.03%
+5,415
416
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8,289
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417
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7,981
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418
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1,201
-181
419
$477K 0.03%
12,941
-14
420
$475K 0.03%
12,206
+3,488
421
$474K 0.03%
2,357
-201
422
$472K 0.03%
21,792
-352
423
$471K 0.03%
10,257
-2,305
424
$471K 0.03%
14,807
-688
425
$470K 0.03%
7,913
+258
15 16
17
18 19