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
$1.63B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5M
3
+$4.01M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.95M
5
LEA icon
Lear
LEA
+$3.67M

Top Sells

1
+$18.4M
2
+$6.83M
3
+$6.82M
4
STX icon
Seagate
STX
+$4.01M
5
LMT icon
Lockheed Martin
LMT
+$3.74M

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
451
$430K 0.03%
12,908
452
$428K 0.03%
5,594
453
$426K 0.03%
5,679
+1,266
454
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3,439
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455
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11,415
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1,685
-27
457
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21,035
-11,887
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$423K 0.03%
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-1,692
459
$421K 0.03%
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-689
460
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7,700
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461
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-16
462
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6,017
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466
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471
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8,102
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50,562
-200
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24,250
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474
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14,733
-4,293
475
$403K 0.02%
16,826
-1,029
17 18
19
20 21