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
$853M
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$18.7M
3
+$16.8M
4
AAPL icon
Apple
AAPL
+$11.2M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11M

Top Sells

1
+$12.1M
2
+$7.19M
3
+$4.21M
4
TSM icon
TSMC
TSM
+$2.28M
5
K icon
Kellanova
K
+$2.1M

Sector Composition

1 Technology 12.73%
2 Consumer Discretionary 8.62%
3 Financials 8.58%
4 Industrials 6.47%
5 Healthcare 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.98M 0.35%
107,230
-21,199
77
$2.94M 0.35%
+80,053
78
$2.94M 0.34%
17,567
+295
79
$2.93M 0.34%
19,661
+15,428
80
$2.92M 0.34%
6,702
+892
81
$2.88M 0.34%
+79,403
82
$2.87M 0.34%
64,307
+2,126
83
$2.85M 0.33%
+109,984
84
$2.84M 0.33%
11,002
+1,371
85
$2.82M 0.33%
20,900
+15,326
86
$2.78M 0.33%
+110,973
87
$2.77M 0.32%
28,544
-43,350
88
$2.75M 0.32%
+18,627
89
$2.75M 0.32%
11,376
+9,574
90
$2.73M 0.32%
32,821
+9,468
91
$2.64M 0.31%
+102,458
92
$2.62M 0.31%
17,486
-8,980
93
$2.6M 0.3%
14,077
+784
94
$2.54M 0.3%
17,047
-1,238
95
$2.48M 0.29%
+89,002
96
$2.48M 0.29%
20,060
-1,257
97
$2.44M 0.29%
+77,362
98
$2.42M 0.28%
30,338
+7,160
99
$2.42M 0.28%
29,641
+20,736
100
$2.42M 0.28%
8,527
+2,739
2 3
4
5 6