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
626
$116K 0.01%
+1,020
627
$108K 0.01%
+11,244
628
$105K 0.01%
19,365
629
$105K 0.01%
16,738
-375
630
$100K 0.01%
10,507
+17
631
$94.1K 0.01%
+20,189
632
$90.7K 0.01%
10,894
+255
633
$76.8K ﹤0.01%
12,030
+317
634
$66.6K ﹤0.01%
10,350
635
$66.2K ﹤0.01%
11,330
636
$56.4K ﹤0.01%
+10,052
637
$56.1K ﹤0.01%
+10,287
638
$47K ﹤0.01%
568
639
$44.2K ﹤0.01%
12,050
-107
640
$41.1K ﹤0.01%
+16,900
641
$28.6K ﹤0.01%
18,720
-47,000
642
$24.7K ﹤0.01%
13,000
643
$24.4K ﹤0.01%
75,000
+64,000
644
$12.8K ﹤0.01%
15,915
645
– –
-38,873
646
– –
-2,339
647
– –
-12,000
648
– –
-30,105
649
– –
-1,484
650
– –
-7,065
24 25
26
27 28