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
26
$11M 0.67%
121,250
+194
27
$10.8M 0.66%
92,532
+4,816
28
$10.1M 0.62%
65,041
-2,800
29
$9.89M 0.6%
104,852
-1,861
30
$9.72M 0.59%
157,047
-5,193
31
$9.71M 0.59%
370,450
-3,218
32
$9.54M 0.58%
44,924
+448
33
$9.4M 0.57%
57,337
-4,077
34
$9.36M 0.57%
52,935
+1,264
35
$9.24M 0.56%
30,573
+16
36
$9.08M 0.55%
88,507
+11,501
37
$8.85M 0.54%
143,011
-52,870
38
$8.76M 0.54%
223,373
-73,643
39
$8.6M 0.53%
83,208
+2,154
40
$7.98M 0.49%
177,112
-4,418
41
$7.96M 0.49%
74,318
-1,457
42
$7.96M 0.49%
148,001
-2,964
43
$7.56M 0.46%
13,376
-596
44
$7.43M 0.45%
21,216
+622
45
$7.38M 0.45%
98,155
+31,831
46
$7.34M 0.45%
301,541
-4,447
47
$7.27M 0.44%
79,342
-3,218
48
$7.2M 0.44%
164,700
+13,491
49
$7.04M 0.43%
256,910
-3,280
50
$7.03M 0.43%
47,157
+611
1
2
3 4 5