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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$687K 0.03%
+9,015
452
$682K 0.03%
6,785
-107
453
$681K 0.03%
2,963
+145
454
$678K 0.03%
45,415
-3,341
455
$678K 0.03%
18,342
-53
456
$671K 0.03%
3,347
+2,037
457
$668K 0.03%
3,193
-1,316
458
$664K 0.03%
3,045
-66
459
$660K 0.03%
19,478
-39
460
$657K 0.03%
11,049
+2,447
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$656K 0.03%
22,772
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462
$644K 0.03%
17,307
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463
$620K 0.03%
23,529
+105
464
$600K 0.03%
7,103
-234
465
$597K 0.03%
23,883
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466
$592K 0.02%
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+20
467
$591K 0.02%
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468
$589K 0.02%
9,295
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2,095
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470
$585K 0.02%
14,931
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471
$577K 0.02%
4,048
472
$564K 0.02%
267,510
-35,213
473
$563K 0.02%
2,919
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474
$559K 0.02%
4,410
+101
475
$556K 0.02%
5,178
+32
17 18
19
20 21