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
476
$402K 0.02%
8,746
-285
477
$401K 0.02%
4,299
-4,095
478
$397K 0.02%
15,744
-2,520
479
$397K 0.02%
4,598
-60
480
$397K 0.02%
+20,366
481
$395K 0.02%
+12,659
482
$389K 0.02%
37,773
483
$389K 0.02%
12,714
-390
484
$388K 0.02%
24,224
-1,699
485
$381K 0.02%
14,232
-422
486
$380K 0.02%
2,901
-369
487
$380K 0.02%
645
+40
488
$375K 0.02%
3,034
+1,277
489
$372K 0.02%
36,650
490
$371K 0.02%
6,336
-165
491
$370K 0.02%
+6,834
492
$368K 0.02%
13,050
-1,165
493
$367K 0.02%
1,827
494
$366K 0.02%
10,601
-967
495
$362K 0.02%
1,861
-25
496
$355K 0.02%
2,367
+238
497
$355K 0.02%
3,885
-916
498
$355K 0.02%
4,975
499
$354K 0.02%
3,948
+18
500
$353K 0.02%
+10,000
18 19
20
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