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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
26
$16.8M 0.71%
119,370
-863
27
$15.9M 0.67%
48,543
+81
28
$15.3M 0.64%
741,898
-13,435
29
$15.3M 0.64%
31,289
+7,420
30
$15.3M 0.64%
43,055
+6,731
31
$15.2M 0.64%
16,382
+184
32
$15.1M 0.63%
20,565
+20
33
$14.7M 0.62%
225,410
+4,075
34
$14.4M 0.6%
46,635
+6,177
35
$14.4M 0.6%
29,751
+2,616
36
$14.3M 0.6%
369,579
-5,079
37
$13.4M 0.56%
26,605
+1,740
38
$13.2M 0.55%
193,190
-5,971
39
$12.5M 0.53%
392,764
-12,327
40
$12.3M 0.51%
39,812
-1,921
41
$11.8M 0.5%
139,915
+284
42
$11M 0.46%
45,428
-230
43
$11M 0.46%
376,540
-10,477
44
$10.8M 0.45%
107,526
+42,172
45
$10.3M 0.43%
108,681
+28,432
46
$10.3M 0.43%
13,556
+1,796
47
$10.3M 0.43%
150,842
-7,160
48
$10.3M 0.43%
189,471
-9,180
49
$10.2M 0.43%
108,735
+2,974
50
$10.1M 0.42%
841,040
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