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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
76
$7.2M 0.3%
96,839
+3,291
77
$7.18M 0.3%
59,930
-10,982
78
$7.07M 0.3%
273,600
+664
79
$7M 0.29%
135,916
+70,308
80
$6.95M 0.29%
101,642
-522
81
$6.95M 0.29%
28,554
+526
82
$6.93M 0.29%
248,517
-18,406
83
$6.83M 0.29%
37,439
-50,490
84
$6.76M 0.28%
18,058
+2,406
85
$6.7M 0.28%
156,832
+17,157
86
$6.6M 0.28%
68,403
-2,039
87
$6.57M 0.28%
50,593
+9,181
88
$6.55M 0.28%
42,628
-3,095
89
$6.5M 0.27%
207,141
-3,933
90
$6.5M 0.27%
194,385
+9,029
91
$6.48M 0.27%
108,218
-1,488
92
$6.44M 0.27%
107,340
+7,373
93
$6.28M 0.26%
77,346
+1,712
94
$6.23M 0.26%
7,960
+1,626
95
$6.2M 0.26%
17,947
+10,211
96
$6.07M 0.26%
26,668
+6,879
97
$6.07M 0.25%
85,009
+19
98
$6.06M 0.25%
135,608
-394
99
$6.02M 0.25%
42,459
-2,713
100
$5.99M 0.25%
73,038
-2,781
2 3
4
5 6