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
476
$539K 0.02%
6,955
-4,406
477
$537K 0.02%
+4,858
478
$535K 0.02%
4,849
-22
479
$531K 0.02%
24,812
+2,504
480
$530K 0.02%
21,571
+1,531
481
$527K 0.02%
6,892
+221
482
$527K 0.02%
1,852
+21
483
$520K 0.02%
5,858
-46
484
$518K 0.02%
12,200
-3,354
485
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13,635
+931
486
$514K 0.02%
14,155
+1,884
487
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12,555
488
$504K 0.02%
10,050
489
$504K 0.02%
5,010
+48
490
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25,501
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491
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4,354
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2,963
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493
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494
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2,955
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495
$480K 0.02%
8,602
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496
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6,015
-138
497
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7,603
-3,277
498
$477K 0.02%
14,930
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499
$475K 0.02%
13,473
-51
500
$474K 0.02%
1,559
-3
18 19
20
21 22