We are live on ! Find out more
IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$281K 0.01%
+1,644
652
$281K 0.01%
8,708
653
$280K 0.01%
568
-1,407
654
$279K 0.01%
586
-16
655
$277K 0.01%
6,515
656
$276K 0.01%
1,749
+9
657
$274K 0.01%
10,036
+136
658
$273K 0.01%
5,705
-34
659
$273K 0.01%
+2,500
660
$272K 0.01%
+6,461
661
$271K 0.01%
1,449
+13
662
$271K 0.01%
4,536
+33
663
$270K 0.01%
2,533
-79
664
$270K 0.01%
3,801
-116
665
$269K 0.01%
20,511
666
$268K 0.01%
4,680
-1,820
667
$267K 0.01%
+2,856
668
$266K 0.01%
471
-27
669
$266K 0.01%
+2,205
670
$265K 0.01%
1,418
-85
671
$265K 0.01%
1,401
+5
672
$264K 0.01%
5,742
-164
673
$261K 0.01%
274
+25
674
$260K 0.01%
3,250
+491
675
$258K 0.01%
1,249
25 26
27
28 29