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
$1.63B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$5M
3
+$4.01M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.95M
5
LEA icon
Lear
LEA
+$3.67M

Top Sells

1
+$18.4M
2
+$6.83M
3
+$6.82M
4
STX icon
Seagate
STX
+$4.01M
5
LMT icon
Lockheed Martin
LMT
+$3.74M

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
526
$303K 0.02%
5,331
+1,536
527
$301K 0.02%
1,844
-116
528
$300K 0.02%
822
+68
529
$299K 0.02%
1,478
530
$299K 0.02%
1,852
+403
531
$299K 0.02%
+585
532
$298K 0.02%
1,938
-87
533
$296K 0.02%
4,332
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534
$294K 0.02%
5,334
-46
535
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4,412
-351
536
$294K 0.02%
3,327
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537
$294K 0.02%
3,142
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538
$292K 0.02%
15,996
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539
$290K 0.02%
1,128
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540
$288K 0.02%
8,553
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541
$287K 0.02%
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542
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$286K 0.02%
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544
$284K 0.02%
22,893
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545
$284K 0.02%
4,000
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546
$284K 0.02%
3,965
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547
$279K 0.02%
3,923
+1,013
548
$276K 0.02%
3,996
549
$276K 0.02%
1,848
-111
550
$275K 0.02%
6,668
-26
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22
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