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
551
$275K 0.02%
+9,113
552
$275K 0.02%
5,139
553
$272K 0.02%
1,884
-34
554
$272K 0.02%
3,081
+250
555
$270K 0.02%
4,837
+685
556
$269K 0.02%
3,612
+2
557
$269K 0.02%
5,062
+54
558
$268K 0.02%
2,714
+67
559
$267K 0.02%
2,466
+8
560
$266K 0.02%
3,213
-17
561
$265K 0.02%
3,819
-28
562
$264K 0.02%
6,104
563
$264K 0.02%
16,000
+1,110
564
$263K 0.02%
1,839
-2,812
565
$263K 0.02%
3,990
-62,354
566
$263K 0.02%
2,870
+35
567
$263K 0.02%
3,513
-262
568
$263K 0.02%
3,917
+12
569
$260K 0.02%
7,475
570
$260K 0.02%
+3,813
571
$260K 0.02%
7,738
-226
572
$257K 0.02%
8,457
+200
573
$256K 0.02%
7,959
574
$254K 0.02%
18,090
-549
575
$254K 0.02%
1,219
+6
21 22
23
24 25