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
$1.63B
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
697
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.85M
3
+$3.88M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.75M
5
SHEL icon
Shell
SHEL
+$3.62M

Top Sells

1
+$17.5M
2
+$6.6M
3
+$6.59M
4
STX icon
Seagate
STX
+$4.11M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.59M

Sector Composition

1 Technology 13.41%
2 Financials 5.68%
3 Healthcare 5.42%
4 Industrials 5.11%
5 Consumer Discretionary 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.45M 0.33%
46,311
+30
77
$5.38M 0.33%
52,776
-2,023
78
$5.23M 0.32%
28,295
-1,409
79
$5.2M 0.32%
66,505
+3,097
80
$5.16M 0.32%
25,800
-1,165
81
$5.15M 0.31%
7,967
+938
82
$5.14M 0.31%
248,418
-12,052
83
$5.03M 0.31%
26,603
-124
84
$4.95M 0.3%
84,228
-17,792
85
$4.93M 0.3%
47,898
-2,954
86
$4.88M 0.3%
70,861
-7,609
87
$4.88M 0.3%
98,507
-6,011
88
$4.79M 0.29%
68,709
+7,568
89
$4.78M 0.29%
23,486
-2,964
90
$4.68M 0.29%
28,561
+354
91
$4.67M 0.29%
788,360
-27,437
92
$4.66M 0.29%
43,308
-915
93
$4.63M 0.28%
80,368
+46,918
94
$4.63M 0.28%
89,219
-34
95
$4.46M 0.27%
48,902
-3,115
96
$4.37M 0.27%
95,535
+2,236
97
$4.37M 0.27%
57,463
+28,100
98
$4.35M 0.27%
35,923
-1,826
99
$4.34M 0.27%
27,270
-1,446
100
$4.32M 0.26%
22,556
-328
2 3
4
5 6