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
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%
+2,927
532
$298K 0.02%
1,938
-87
533
$296K 0.02%
4,332
+244
534
$294K 0.02%
5,334
-46
535
$294K 0.02%
4,412
-351
536
$294K 0.02%
3,327
+25
537
$294K 0.02%
3,142
+338
538
$292K 0.02%
15,996
+198
539
$290K 0.02%
1,128
+266
540
$288K 0.02%
8,553
+324
541
$287K 0.02%
3,350
542
$286K 0.02%
1,139
-5
543
$286K 0.02%
+15,157
544
$284K 0.02%
22,893
-1,379
545
$284K 0.02%
4,000
-1,200
546
$284K 0.02%
3,965
+55
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
20 21
22
23 24