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
76
$6.89M 0.31%
93,548
+5,251
77
$6.88M 0.31%
145,421
+47,723
78
$6.84M 0.31%
36,831
-16,627
79
$6.79M 0.31%
69,477
+5,232
80
$6.77M 0.31%
61,989
-736
81
$6.75M 0.31%
266,923
-4,362
82
$6.61M 0.3%
46,179
-15,202
83
$6.57M 0.3%
109,706
+24,554
84
$6.54M 0.3%
17,843
-1,399
85
$6.51M 0.29%
6,202
+2,939
86
$6.48M 0.29%
65,354
-28,299
87
$6.48M 0.29%
70,442
+27,713
88
$6.2M 0.28%
211,074
+3,356
89
$6.19M 0.28%
26,119
+5,099
90
$6.1M 0.28%
75,634
+45,796
91
$6.01M 0.27%
72,592
-2,472
92
$5.98M 0.27%
99,967
-4,871
93
$5.95M 0.27%
76,903
+73,088
94
$5.89M 0.27%
185,356
-1,641
95
$5.84M 0.26%
81,134
+9,005
96
$5.79M 0.26%
25,572
+13,522
97
$5.77M 0.26%
136,002
-13,640
98
$5.75M 0.26%
53,304
+3,059
99
$5.71M 0.26%
84,990
+1,120
100
$5.62M 0.25%
139,675
+4,858
2 3
4
5 6