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
$1.76B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.8M
3
+$4.63M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.43M
5
GD icon
General Dynamics
GD
+$3.83M

Top Sells

1
+$25.7M
2
+$6.04M
3
+$5.74M
4
ORCL icon
Oracle
ORCL
+$4.79M
5
USA icon
Liberty All-Star Equity Fund
USA
+$4.69M

Sector Composition

1 Technology 13.68%
2 Financials 7.18%
3 Healthcare 5.54%
4 Industrials 5.26%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$298K 0.02%
+1,735
552
$297K 0.02%
2,157
+259
553
$297K 0.02%
5,166
-168
554
$296K 0.02%
3,105
-108
555
$296K 0.02%
6,059
+550
556
$295K 0.02%
2,019
+135
557
$294K 0.02%
3,938
+21
558
$290K 0.02%
1,685
-167
559
$290K 0.02%
12,783
+1,770
560
$290K 0.02%
5,139
561
$289K 0.02%
3,742
-6,749
562
$289K 0.02%
4,044
+225
563
$289K 0.02%
1,194
+55
564
$288K 0.02%
4,000
565
$286K 0.02%
1,742
-97
566
$284K 0.02%
2,835
-9,585
567
$283K 0.02%
6,104
568
$277K 0.02%
4,827
+315
569
$276K 0.02%
+1,001
570
$276K 0.02%
3,748
-664
571
$274K 0.02%
7,959
572
$273K 0.02%
2,889
+19
573
$271K 0.02%
429
-5
574
$270K 0.02%
8,703
+246
575
$268K 0.02%
2,651
+185
21 22
23
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