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
101
$2.39M 0.28%
20,425
+2,882
102
$2.36M 0.28%
+11,082
103
$2.35M 0.28%
18,037
+1,129
104
$2.34M 0.27%
63,605
+56,584
105
$2.34M 0.27%
70,798
+4,781
106
$2.33M 0.27%
+44,707
107
$2.28M 0.27%
11,791
+73
108
$2.27M 0.27%
55,815
-1,031
109
$2.27M 0.27%
28,464
+1,855
110
$2.25M 0.26%
119,668
+14,012
111
$2.23M 0.26%
4,901
+2,705
112
$2.21M 0.26%
+87,276
113
$2.14M 0.25%
93,603
-2,690
114
$2.13M 0.25%
+29,325
115
$2.12M 0.25%
30,000
+2,720
116
$2.12M 0.25%
91,023
+80,322
117
$2.08M 0.24%
+33,329
118
$2.06M 0.24%
40,335
+6,261
119
$2.06M 0.24%
42,473
+2,809
120
$2.05M 0.24%
78,663
+3,462
121
$2.03M 0.24%
175,212
+144,895
122
$2.02M 0.24%
10,507
+6,207
123
$2M 0.23%
11,001
+1,500
124
$1.99M 0.23%
+39,573
125
$1.92M 0.22%
13,975
-790
3 4
5
6 7