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
701
$242K 0.01%
+7,182
702
$241K 0.01%
+2,005
703
$240K 0.01%
2,489
+132
704
$239K 0.01%
2,352
-301
705
$238K 0.01%
+5,673
706
$238K 0.01%
2,692
-23
707
$238K 0.01%
1,515
+3
708
$237K 0.01%
8,745
-149
709
$236K 0.01%
1,701
-2,063
710
$232K 0.01%
23,278
+2,812
711
$231K 0.01%
3,438
-722
712
$231K 0.01%
3,439
713
$231K 0.01%
2,085
-500
714
$229K 0.01%
+703
715
$229K 0.01%
12,561
+145
716
$227K 0.01%
2,381
+21
717
$227K 0.01%
4,887
-743
718
$227K 0.01%
6,903
-2,877
719
$226K 0.01%
9,037
-4,438
720
$226K 0.01%
+1,549
721
$225K 0.01%
+5,372
722
$225K 0.01%
997
-6,490
723
$224K 0.01%
4,137
-930
724
$223K 0.01%
7,146
-229
725
$222K 0.01%
9,538
-2,633
27 28
29
30 31