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
576
$253K 0.02%
957
-28
577
$252K 0.02%
4,356
-977
578
$250K 0.02%
11,431
-3,941
579
$250K 0.02%
2,034
-19,681
580
$244K 0.01%
+5,509
581
$243K 0.01%
3,221
-570
582
$238K 0.01%
1,784
-134
583
$238K 0.01%
3,779
+65
584
$237K 0.01%
+1,569
585
$237K 0.01%
+3,651
586
$235K 0.01%
16,098
+6
587
$235K 0.01%
4,438
+954
588
$235K 0.01%
5,000
589
$234K 0.01%
11,013
-630
590
$233K 0.01%
603
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591
$231K 0.01%
1,898
-96
592
$226K 0.01%
+493
593
$225K 0.01%
+4,512
594
$225K 0.01%
+274
595
$224K 0.01%
8,262
-1,177
596
$223K 0.01%
8,743
-182
597
$223K 0.01%
1,634
+66
598
$222K 0.01%
949
+27
599
$222K 0.01%
20,441
+2,224
600
$219K 0.01%
5,008
-18
22 23
24
25 26