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
51
$9.31M 0.42%
117,149
+40,252
52
$9.24M 0.42%
68,537
-4,262
53
$9.17M 0.41%
11,760
+783
54
$9M 0.41%
157,868
-34,607
55
$8.78M 0.4%
24,728
-539
56
$8.71M 0.39%
25,657
+145
57
$8.66M 0.39%
15,411
+433
58
$8.58M 0.39%
81,180
+7,483
59
$8.19M 0.37%
156,377
+66,858
60
$8.12M 0.37%
160,009
-637,343
61
$8.12M 0.37%
97,879
-3,286
62
$8.04M 0.36%
57,089
+28,093
63
$7.86M 0.36%
71,395
-42,025
64
$7.71M 0.35%
70,912
+29,726
65
$7.55M 0.34%
10,669
+4,992
66
$7.43M 0.34%
80,249
+41,636
67
$7.42M 0.34%
64,333
+48,908
68
$7.4M 0.33%
26,440
-457
69
$7.39M 0.33%
125,747
-11,126
70
$7.28M 0.33%
45,723
-12,249
71
$7.27M 0.33%
66,288
-8,504
72
$7.09M 0.32%
102,164
+40,102
73
$7.01M 0.32%
74,591
-9,539
74
$6.99M 0.32%
272,936
-17,377
75
$6.98M 0.32%
52,090
+1,360
1 2
3
4 5