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
651
$263K 0.01%
7,749
+1,093
652
$262K 0.01%
12,171
+873
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$261K 0.01%
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655
$261K 0.01%
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$261K 0.01%
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249
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$258K 0.01%
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660
$258K 0.01%
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661
$257K 0.01%
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662
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663
$255K 0.01%
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$254K 0.01%
498
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665
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666
$254K 0.01%
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667
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4,003
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670
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671
$250K 0.01%
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672
$250K 0.01%
10,105
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673
$249K 0.01%
+12,416
674
$249K 0.01%
1,503
-63
675
$249K 0.01%
+4,856
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