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
$1.63B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.85M
3
+$3.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.75M
5
SHEL icon
Shell
SHEL
+$3.62M

Top Sells

1
+$17.5M
2
+$6.6M
3
+$6.59M
4
STX icon
Seagate
STX
+$4.11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.59M

Sector Composition

1 Technology 13.41%
2 Financials 5.68%
3 Healthcare 5.42%
4 Industrials 5.11%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.01M 0.43%
84,924
+29,678
52
$6.98M 0.43%
74,183
-20,523
53
$6.95M 0.42%
32,575
-943
54
$6.85M 0.42%
46,436
-5,971
55
$6.8M 0.42%
269,495
-40
56
$6.79M 0.42%
373,360
-12,752
57
$6.77M 0.41%
15,231
+166
58
$6.76M 0.41%
134,076
-18,121
59
$6.76M 0.41%
53,347
-3,006
60
$6.69M 0.41%
39,693
+301
61
$6.61M 0.4%
13,119
-83
62
$6.53M 0.4%
38,097
-14,189
63
$6.51M 0.4%
21,679
+574
64
$6.42M 0.39%
60,621
-2,032
65
$6.41M 0.39%
16,193
-110
66
$6.41M 0.39%
49,758
+7,511
67
$6.39M 0.39%
45,533
+6,688
68
$6.18M 0.38%
11,510
-285
69
$5.81M 0.36%
137,726
-388
70
$5.79M 0.35%
40,845
+26,452
71
$5.59M 0.34%
24,301
-489
72
$5.55M 0.34%
26,630
-472
73
$5.54M 0.34%
67,847
-1,967
74
$5.5M 0.34%
23,406
-2,417
75
$5.48M 0.33%
16,923
+11,998
1 2
3
4 5