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
676
$249K 0.01%
+1,538
677
$248K 0.01%
1,666
678
$248K 0.01%
+3,842
679
$248K 0.01%
6,302
680
$248K 0.01%
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681
$247K 0.01%
1,436
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682
$244K 0.01%
8,063
-1,042
683
$244K 0.01%
1,740
-106
684
$243K 0.01%
2,715
-118
685
$242K 0.01%
2,357
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686
$241K 0.01%
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687
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7,833
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688
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8,894
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689
$239K 0.01%
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690
$236K 0.01%
5,659
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$233K 0.01%
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692
$232K 0.01%
2,542
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693
$231K 0.01%
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694
$228K 0.01%
761
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695
$227K 0.01%
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696
$224K 0.01%
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697
$223K 0.01%
2,707
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698
$220K 0.01%
3,233
-38,305
699
$220K 0.01%
+1,396
700
$219K 0.01%
+3,103
26 27
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