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
601
$218K 0.01%
3,943
-59
602
$216K 0.01%
4,364
-1,479
603
$215K 0.01%
665
+32
604
$214K 0.01%
5,924
-190
605
$214K 0.01%
3,529
-13
606
$213K 0.01%
+3,093
607
$212K 0.01%
1,026
-14
608
$212K 0.01%
3,313
-261
609
$208K 0.01%
3,144
-120
610
$206K 0.01%
+5,200
611
$205K 0.01%
8,552
-2,717
612
$205K 0.01%
16,201
613
$204K 0.01%
7,953
-2,922
614
$203K 0.01%
747
+3
615
$202K 0.01%
1,215
-579
616
$201K 0.01%
434
+8
617
$198K 0.01%
+10,000
618
$195K 0.01%
4,132
619
$194K 0.01%
10,920
-358
620
$180K 0.01%
40,435
621
$157K 0.01%
13,305
622
$142K 0.01%
10,201
-3,118
623
$131K 0.01%
+48,130
624
$124K 0.01%
+12,237
625
$123K 0.01%
2,816
-14
23 24
25
26 27