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
$1.98B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$26.7M
3
+$12.1M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.57M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.57M

Top Sells

1
+$16.9M
2
+$10.2M
3
+$10.1M
4
AMZN icon
Amazon
AMZN
+$9.1M
5
AVGO icon
Broadcom
AVGO
+$8.92M

Sector Composition

1 Technology 11.45%
2 Financials 6.51%
3 Healthcare 4.7%
4 Industrials 3.92%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$466K 0.02%
+6,671
477
$464K 0.02%
913
-94
478
$464K 0.02%
13,524
-1,391
479
$464K 0.02%
14,513
-63,697
480
$463K 0.02%
+4,292
481
$461K 0.02%
3,127
-264
482
$451K 0.02%
14,486
483
$448K 0.02%
1,831
-109
484
$448K 0.02%
2,800
+187
485
$447K 0.02%
17,991
-93
486
$446K 0.02%
11,775
+694
487
$445K 0.02%
4,265
-609
488
$443K 0.02%
12,271
+598
489
$441K 0.02%
9,119
+746
490
$441K 0.02%
5,195
-25
491
$436K 0.02%
2,556
-2,213
492
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23,298
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493
$435K 0.02%
11,269
-2,888
494
$433K 0.02%
+19,903
495
$428K 0.02%
19,716
-29,221
496
$425K 0.02%
3,349
-14
497
$425K 0.02%
12,704
-11,021
498
$423K 0.02%
1,562
+3
499
$419K 0.02%
1,830
+597
500
$417K 0.02%
16,511
-66
18 19
20
21 22