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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$412K 0.02%
+4,109
552
$412K 0.02%
3,297
-1,900
553
$409K 0.02%
1,448
-9
554
$400K 0.02%
6,167
-33,054
555
$399K 0.02%
2,996
-146
556
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3,850
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557
$396K 0.02%
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558
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-603
559
$392K 0.02%
10,249
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560
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-1,705
561
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7,541
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10,940
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565
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569
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$376K 0.02%
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$375K 0.02%
4,415
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$374K 0.02%
4,155
-10,205
575
$374K 0.02%
19,852
-10,089
21 22
23
24 25