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
726
$174K 0.01%
10,994
+792
727
$173K 0.01%
40,435
728
$172K 0.01%
13,305
729
$170K 0.01%
2,912
-4,116
730
$164K 0.01%
12,561
-3,967
731
$153K 0.01%
107,540
+16,750
732
$134K 0.01%
13,721
+20
733
$123K 0.01%
13,100
734
$107K ﹤0.01%
50,080
+500
735
$104K ﹤0.01%
20,603
736
$71.4K ﹤0.01%
+10,500
737
– –
-2,063
738
– –
-2,387
739
– –
-22,700
740
– –
-10,619
741
– –
-12,331
742
– –
-6,657
743
– –
-46,038
744
– –
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745
– –
-78,170
746
– –
-2,690
747
– –
-3,696
748
– –
-2,436
749
– –
-2,556
750
– –
-17,531
28 29
30
31 32