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
101
$4.32M 0.26%
21,568
-695
102
$4.31M 0.26%
86,520
-22,106
103
$4.3M 0.26%
18,711
+529
104
$4.28M 0.26%
66,545
+56,195
105
$4.27M 0.26%
189,721
-945
106
$4.26M 0.26%
150,514
+64,489
107
$4.14M 0.25%
25,152
-2,063
108
$4.02M 0.25%
45,356
+6,123
109
$3.97M 0.24%
40,861
-595
110
$3.92M 0.24%
41,381
-20,414
111
$3.89M 0.24%
142,208
-4,078
112
$3.88M 0.24%
75,301
-2,321
113
$3.72M 0.23%
14,115
-215
114
$3.69M 0.23%
21,763
-385
115
$3.69M 0.23%
13,713
+352
116
$3.69M 0.23%
48,590
+7,475
117
$3.68M 0.22%
12,854
-1,884
118
$3.65M 0.22%
97,491
-4,008
119
$3.63M 0.22%
11,836
-69
120
$3.63M 0.22%
20,736
-794
121
$3.61M 0.22%
80,685
-2,375
122
$3.6M 0.22%
27,306
+568
123
$3.58M 0.22%
17,218
-1,831
124
$3.57M 0.22%
47,551
-4,768
125
$3.55M 0.22%
323,296
+140,555
3 4
5
6 7