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
601
$317K 0.01%
5,730
-2,074
602
$317K 0.01%
3,940
-104
603
$316K 0.01%
9,363
-65,800
604
$316K 0.01%
4,706
+537
605
$315K 0.01%
13,475
606
$315K 0.01%
10,204
-705
607
$314K 0.01%
9,780
-5,135
608
$312K 0.01%
8,516
-123
609
$311K 0.01%
1,128
+22
610
$311K 0.01%
6,132
-26,846
611
$310K 0.01%
+6,311
612
$308K 0.01%
2,541
-570
613
$304K 0.01%
6,180
+1,125
614
$303K 0.01%
3,006
+316
615
$302K 0.01%
602
-67
616
$302K 0.01%
1,615
+45
617
$301K 0.01%
1,161
-83
618
$297K 0.01%
2,161
-639
619
$294K 0.01%
3,884
+21
620
$291K 0.01%
7,638
+1,473
621
$290K 0.01%
690
-701
622
$290K 0.01%
4,153
+262
623
$290K 0.01%
8,708
+131
624
$289K 0.01%
9,642
+751
625
$289K 0.01%
10,081
-1,047
23 24
25
26 27