IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$853M
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$18.7M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$11.2M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$12.1M
2
+$7.19M
3
+$4.21M
4
TSM icon
TSMC
TSM
+$2.28M
5
K icon
Kellanova
K
+$2.1M

Sector Composition

1 Technology 12.73%
2 Consumer Discretionary 8.62%
3 Financials 8.58%
4 Industrials 6.47%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.45%
69,599
+3,927
52
$3.83M 0.45%
12,976
+148
53
$3.8M 0.45%
220,161
-57,765
54
$3.79M 0.44%
52,710
-1,635
55
$3.74M 0.44%
12,657
+1,225
56
$3.72M 0.44%
77,055
+19,591
57
$3.72M 0.44%
6,831
+492
58
$3.68M 0.43%
27,833
+15,610
59
$3.66M 0.43%
19,949
+2,807
60
$3.65M 0.43%
+2,292
61
$3.59M 0.42%
40,278
+1,440
62
$3.51M 0.41%
20,948
+616
63
$3.48M 0.41%
13,469
-956
64
$3.44M 0.4%
99,449
+1,352
65
$3.42M 0.4%
26,969
+4,570
66
$3.41M 0.4%
20,749
-387
67
$3.37M 0.4%
+134,071
68
$3.28M 0.38%
34,875
+31,675
69
$3.25M 0.38%
26,690
+9,230
70
$3.2M 0.37%
18,290
+1,074
71
$3.18M 0.37%
26,618
+13,053
72
$3.15M 0.37%
28,294
+937
73
$3.11M 0.36%
27,277
+22,569
74
$3.1M 0.36%
42,020
+3,444
75
$3.05M 0.36%
17,077
+88
1 2
3
4 5