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
451
$430K 0.03%
12,908
452
$428K 0.03%
5,594
453
$426K 0.03%
5,679
+1,266
454
$426K 0.03%
3,439
-135
455
$426K 0.03%
11,415
+514
456
$424K 0.03%
1,685
-27
457
$423K 0.03%
21,035
-11,887
458
$423K 0.03%
12,580
-1,692
459
$421K 0.03%
4,619
-689
460
$420K 0.03%
7,700
-8,277
461
$418K 0.03%
6,171
-16
462
$417K 0.03%
20,519
-1,159
463
$417K 0.03%
6,017
-16,201
464
$415K 0.03%
4,570
-17
465
$412K 0.03%
5,030
-70
466
$412K 0.03%
3,684
+26
467
$410K 0.03%
8,183
-21
468
$408K 0.03%
4,159
-133
469
$408K 0.02%
3,084
-232
470
$408K 0.02%
+8,568
471
$406K 0.02%
8,102
-294
472
$404K 0.02%
50,562
-200
473
$404K 0.02%
24,250
-986
474
$403K 0.02%
14,733
-4,293
475
$403K 0.02%
16,826
-1,029
17 18
19
20 21