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
551
$393K 0.02%
6,827
+90
552
$387K 0.02%
15,224
+747
553
$384K 0.02%
+1,095
554
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12,970
555
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25,900
-30,735
556
$381K 0.02%
722
-191
557
$380K 0.02%
3,376
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558
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+7,376
559
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5,181
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560
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561
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564
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4,886
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565
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$363K 0.02%
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$363K 0.02%
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573
$360K 0.02%
5,360
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574
$360K 0.02%
3,734
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575
$358K 0.02%
55,219
+10,518
21 22
23
24 25