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
426
$470K 0.03%
15,962
-737
427
$467K 0.03%
2,804
-141
428
$464K 0.03%
4,824
-5,738
429
$461K 0.03%
12,079
-214
430
$460K 0.03%
2,996
-62
431
$460K 0.03%
6,112
+1,044
432
$460K 0.03%
8,755
+1,407
433
$459K 0.03%
13,880
-9,159
434
$459K 0.03%
5,161
+234
435
$459K 0.03%
2,075
-197
436
$454K 0.03%
7,792
-198
437
$452K 0.03%
2,670
+32
438
$451K 0.03%
8,867
-318
439
$448K 0.03%
3,000
+52
440
$446K 0.03%
1,954
-120
441
$445K 0.03%
1,721
+32
442
$444K 0.03%
+4,418
443
$444K 0.03%
5,115
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444
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+10,233
445
$440K 0.03%
4,266
-178
446
$439K 0.03%
1,503
+22
447
$438K 0.03%
5,054
-10,338
448
$438K 0.03%
10,609
-153
449
$434K 0.03%
5,549
-113
450
$433K 0.03%
8,199
-795
16 17
18
19 20