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
451
$608K 0.03%
19,772
-1,896
452
$608K 0.03%
2,104
+49
453
$607K 0.03%
5,197
+905
454
$606K 0.03%
1,051
+183
455
$606K 0.03%
23,283
+1,258
456
$603K 0.03%
+25,929
457
$601K 0.03%
+3,414
458
$598K 0.03%
4,842
+2
459
$589K 0.03%
7,337
-1,025
460
$587K 0.03%
5,013
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461
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3,111
+4
462
$585K 0.03%
9,308
-657
463
$578K 0.03%
5,576
-2,445
464
$576K 0.03%
9,426
465
$575K 0.03%
+49,971
466
$568K 0.03%
1,503
+104
467
$567K 0.03%
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468
$567K 0.03%
14,360
+3,525
469
$566K 0.03%
+29,941
470
$563K 0.03%
20,970
-538
471
$563K 0.03%
17,649
-11,803
472
$561K 0.03%
4,048
473
$551K 0.02%
+3,062
474
$551K 0.02%
23,424
+3,708
475
$550K 0.02%
5,146
+47
17 18
19
20 21