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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
751
$184K 0.01%
37,632
+17,029
752
$182K 0.01%
10,002
-28,864
753
$181K 0.01%
13,735
+430
754
$176K 0.01%
40,435
755
$170K 0.01%
12,921
756
$169K 0.01%
12,561
757
$166K 0.01%
+10,433
758
$160K 0.01%
12,550
759
$151K 0.01%
+86,782
760
$110K ﹤0.01%
10,992
-2,729
761
$103K ﹤0.01%
50,080
762
$90.4K ﹤0.01%
+19,000
763
$85.9K ﹤0.01%
+17,490
764
$54.5K ﹤0.01%
+10,110
765
$14.7K ﹤0.01%
+10,000
766
$2.46K ﹤0.01%
+31,551
767
– –
-35,834
768
– –
-9,000
769
– –
-22,039
770
– –
-75,519
771
– –
-5,596
772
– –
-8,336
773
– –
-10,102
774
– –
-1,959
775
– –
-4,003
29 30
31
32 33