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
576
$356K 0.02%
+2,142
577
$356K 0.02%
5,457
-146
578
$354K 0.02%
7,810
-310
579
$353K 0.02%
+1,959
580
$349K 0.02%
1,415
+20
581
$346K 0.02%
4,739
-494
582
$346K 0.02%
11,776
+712
583
$344K 0.02%
1,395
-15
584
$343K 0.02%
+3,250
585
$343K 0.02%
+1,254
586
$341K 0.02%
15,513
-5,634
587
$338K 0.02%
4,713
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588
$338K 0.02%
8,800
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589
$338K 0.02%
1,936
+21
590
$336K 0.02%
+6,500
591
$334K 0.02%
3,224
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593
$334K 0.02%
14,999
-8,689
594
$332K 0.02%
3,365
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595
$330K 0.01%
3,626
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596
$327K 0.01%
1,041
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597
$327K 0.01%
4,095
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598
$324K 0.01%
+11,400
599
$319K 0.01%
+13,174
600
$318K 0.01%
891
-13
22 23
24
25 26