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
$853M
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$18.7M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$11.2M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$12.1M
2
+$7.19M
3
+$4.21M
4
TSM icon
TSMC
TSM
+$2.28M
5
K icon
Kellanova
K
+$2.1M

Sector Composition

1 Technology 12.73%
2 Consumer Discretionary 8.62%
3 Financials 8.58%
4 Industrials 6.47%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 0.79%
53,438
+7,802
27
$6.5M 0.76%
78,600
+11,688
28
$6.41M 0.75%
+5,678
29
$6.34M 0.74%
89,380
+15,540
30
$6.28M 0.74%
26,605
+309
31
$6.11M 0.72%
45,407
+35,836
32
$6.07M 0.71%
61,842
-10,806
33
$5.52M 0.65%
581,600
-92,200
34
$5.38M 0.63%
23,711
+4,257
35
$5.28M 0.62%
57,842
+6,044
36
$5.27M 0.62%
37,496
+1,576
37
$5.27M 0.62%
113,043
+20,172
38
$5.01M 0.59%
20,230
+5,829
39
$4.91M 0.58%
85,849
+16,632
40
$4.54M 0.53%
12,430
+228
41
$4.41M 0.52%
74,983
+1,498
42
$4.36M 0.51%
155,220
+123,555
43
$4.33M 0.51%
71,534
+65,189
44
$4.12M 0.48%
+61,209
45
$4.09M 0.48%
+57,366
46
$4.05M 0.47%
27,773
+1,413
47
$4.01M 0.47%
65,891
+60,630
48
$3.98M 0.47%
100,407
+786
49
$3.97M 0.47%
+122,700
50
$3.92M 0.46%
25,017
-1,009
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