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
626
$289K 0.01%
+10,102
627
$289K 0.01%
2,298
+118
628
$289K 0.01%
8,339
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629
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2,777
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$286K 0.01%
26,461
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631
$284K 0.01%
1,583
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632
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7,551
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633
$284K 0.01%
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634
$284K 0.01%
2,240
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635
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636
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637
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638
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5,067
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639
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644
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645
$272K 0.01%
2,020
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646
$271K 0.01%
20,511
647
$268K 0.01%
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648
$267K 0.01%
850
-284
649
$264K 0.01%
2,612
-698
650
$264K 0.01%
5,630
+947
24 25
26
27 28