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
501
$347K 0.02%
1,734
-6,479
502
$347K 0.02%
12,001
-5,953
503
$347K 0.02%
6,137
-1,158
504
$346K 0.02%
5,839
-268
505
$345K 0.02%
10,139
+4,064
506
$344K 0.02%
271
-9
507
$339K 0.02%
6,737
-209
508
$337K 0.02%
4,394
-183
509
$336K 0.02%
4,649
-14
510
$328K 0.02%
13,424
-211
511
$327K 0.02%
+7,203
512
$325K 0.02%
4,183
513
$324K 0.02%
2,071
+318
514
$318K 0.02%
3,601
-89
515
$317K 0.02%
5,742
-43
516
$315K 0.02%
9,497
+2,261
517
$314K 0.02%
6,415
+33
518
$314K 0.02%
4,613
+17
519
$311K 0.02%
3,103
520
$310K 0.02%
+15,435
521
$309K 0.02%
8,522
-1
522
$309K 0.02%
1,307
-1
523
$305K 0.02%
+12,357
524
$304K 0.02%
8,120
525
$304K 0.02%
2,971
-64
19 20
21
22 23