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
701
$218K 0.01%
+8,960
702
$217K 0.01%
2,360
703
$217K 0.01%
+6,850
704
$215K 0.01%
7,194
-810
705
$214K 0.01%
3,350
706
$214K 0.01%
+880
707
$214K 0.01%
+1,140
708
$213K 0.01%
3,439
-1,700
709
$212K 0.01%
9,460
-3,029
710
$211K 0.01%
+3,478
711
$211K 0.01%
7,375
+3
712
$207K 0.01%
+4,731
713
$206K 0.01%
1,714
-2,624
714
$205K 0.01%
+1,101
715
$204K 0.01%
+380
716
$204K 0.01%
+854
717
$203K 0.01%
2,740
-385
718
$202K 0.01%
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719
$201K 0.01%
+1,663
720
$201K 0.01%
+6,840
721
$188K 0.01%
11,556
+350
722
$187K 0.01%
+11,523
723
$185K 0.01%
20,466
+4,048
724
$180K 0.01%
+12,550
725
$177K 0.01%
12,921
+260
27 28
29
30 31