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
$2.21B
AUM Growth
+$237M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
795
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$15.6M
3
+$10.4M
4
AVGO icon
Broadcom
AVGO
+$7.45M
5
PLTR icon
Palantir
PLTR
+$6.5M

Top Sells

1
+$32.2M
2
+$30.8M
3
+$23.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.36M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$7.37M

Sector Composition

1 Technology 15.44%
2 Financials 8.01%
3 Industrials 4.15%
4 Consumer Discretionary 4.11%
5 Healthcare 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$792K 0.04%
1,485
+101
402
$787K 0.04%
2,943
+941
403
$787K 0.04%
11,245
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404
$782K 0.04%
4,755
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405
$776K 0.04%
48,808
406
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14,574
+3,903
407
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2,697
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408
$759K 0.03%
8,739
-230
409
$755K 0.03%
4,909
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410
$752K 0.03%
5,810
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411
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16,608
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412
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36,744
-16,122
413
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+7,105
414
$748K 0.03%
10,626
-30,625
415
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7,102
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416
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417
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7,179
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418
$738K 0.03%
5,110
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419
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+7,860
420
$737K 0.03%
16,483
-2,262
421
$730K 0.03%
6,233
+1
422
$730K 0.03%
18,395
+2,109
423
$721K 0.03%
13,300
424
$714K 0.03%
5,982
+440
425
$710K 0.03%
2,305
+5
15 16
17
18 19