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
26
$14.7M 0.67%
48,462
+1,158
27
$14.2M 0.64%
135,969
+5,794
28
$13.7M 0.62%
221,335
-33,386
29
$13.4M 0.61%
374,658
+4,045
30
$13.2M 0.6%
199,161
-7,160
31
$12.8M 0.58%
62,529
+1,471
32
$12.7M 0.57%
40,458
+2,229
33
$12.2M 0.55%
23,869
+91
34
$12.1M 0.55%
24,865
+2,334
35
$12M 0.54%
87,929
+55,447
36
$11.9M 0.54%
41,733
+39,473
37
$11.8M 0.53%
405,091
+8,643
38
$11.7M 0.53%
64,360
+27,503
39
$11.5M 0.52%
15,320
+163
40
$11.2M 0.51%
139,631
-12,445
41
$11.1M 0.5%
36,324
+3,105
42
$11M 0.5%
27,135
+4,958
43
$10.7M 0.48%
387,017
-94,325
44
$10.1M 0.46%
158,002
-16,629
45
$10M 0.45%
94,218
+29,544
46
$9.86M 0.45%
841,040
+40
47
$9.85M 0.45%
45,658
-7,503
48
$9.83M 0.44%
198,651
-3,719
49
$9.54M 0.43%
43,652
+20,403
50
$9.45M 0.43%
105,761
+36,578
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