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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
51
$9.92M 0.42%
124,128
+6,979
52
$9.81M 0.41%
70,515
+1,978
53
$9.75M 0.41%
162,792
+4,924
54
$9.7M 0.41%
90,866
-3,352
55
$9.52M 0.4%
78,897
+7,502
56
$9.22M 0.39%
32,778
-10,874
57
$9.09M 0.38%
181,477
+67,223
58
$8.92M 0.37%
165,566
+9,189
59
$8.88M 0.37%
79,706
+13,418
60
$8.83M 0.37%
15,518
+107
61
$8.74M 0.37%
103,950
+6,071
62
$8.43M 0.35%
36,415
-416
63
$8.35M 0.35%
99,298
+18,118
64
$8.28M 0.35%
24,265
-463
65
$8.13M 0.34%
78,846
+9,369
66
$7.79M 0.33%
21,310
-4,347
67
$7.77M 0.33%
132,095
+6,348
68
$7.77M 0.33%
19,172
+1,329
69
$7.61M 0.32%
147,595
+2,174
70
$7.57M 0.32%
47,635
-9,454
71
$7.5M 0.32%
62,580
+10,490
72
$7.5M 0.32%
48,285
+2,106
73
$7.45M 0.31%
101,500
-4,260
74
$7.35M 0.31%
28,913
+2,794
75
$7.31M 0.31%
61,477
-512
1 2
3
4 5