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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
676
$258K 0.01%
3,861
-23
677
$258K 0.01%
3,912
+496
678
$258K 0.01%
1,314
+213
679
$258K 0.01%
2,186
-13
680
$257K 0.01%
8,270
-4,700
681
$257K 0.01%
3,050
+138
682
$256K 0.01%
+12,809
683
$256K 0.01%
+5,579
684
$256K 0.01%
10,000
-105
685
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1,681
-82
686
$254K 0.01%
2,998
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687
$254K 0.01%
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688
$253K 0.01%
+5,760
689
$252K 0.01%
1,596
-70
690
$252K 0.01%
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691
$252K 0.01%
13,978
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$246K 0.01%
1,742
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$246K 0.01%
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$245K 0.01%
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695
$245K 0.01%
5,454
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696
$243K 0.01%
+47,949
697
$242K 0.01%
4,868
-367
698
$242K 0.01%
10,646
+2,583
699
$242K 0.01%
2,304
+24
700
$242K 0.01%
3,216
+476
26 27
28
29 30