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
501
$472K 0.02%
7,518
-1,959
502
$470K 0.02%
1,872
-117
503
$469K 0.02%
7,230
-4,457
504
$468K 0.02%
+20,480
505
$468K 0.02%
7,306
-2,034
506
$464K 0.02%
2,907
+129
507
$460K 0.02%
+8,078
508
$460K 0.02%
4,821
-288
509
$459K 0.02%
15,221
+4,384
510
$454K 0.02%
2,337
-4,257
511
$454K 0.02%
1,840
-51
512
$453K 0.02%
14,250
-263
513
$450K 0.02%
1,877
-1,399
514
$450K 0.02%
4,737
-1,711
515
$449K 0.02%
4,979
516
$447K 0.02%
6,152
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517
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3,142
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518
$445K 0.02%
1,389
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519
$441K 0.02%
3,080
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520
$436K 0.02%
5,866
-3,553
521
$434K 0.02%
7,885
-17,004
522
$434K 0.02%
3,573
-17,794
523
$433K 0.02%
16,985
+1,295
524
$431K 0.02%
10,915
-354
525
$430K 0.02%
4,088
-1,869
19 20
21
22 23