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
101
$5.61M 0.25%
+75,519
102
$5.6M 0.25%
114,254
+49,185
103
$5.59M 0.25%
15,652
+9,872
104
$5.54M 0.25%
45,172
+39,732
105
$5.51M 0.25%
41,412
+24,928
106
$5.41M 0.24%
23,243
-13,539
107
$5.39M 0.24%
25,946
+1,471
108
$5.15M 0.23%
13,440
+7,672
109
$5.13M 0.23%
50,969
+30,045
110
$5.06M 0.23%
269,495
111
$5.04M 0.23%
23,684
+19,509
112
$5.04M 0.23%
6,334
+343
113
$5.03M 0.23%
32,930
+954
114
$5.02M 0.23%
95,104
-35,651
115
$4.97M 0.22%
28,028
+1,386
116
$4.94M 0.22%
51,576
+17,535
117
$4.72M 0.21%
59,915
-981
118
$4.7M 0.21%
35,371
-381
119
$4.64M 0.21%
14,364
+10,935
120
$4.61M 0.21%
10,868
-818
121
$4.61M 0.21%
96,290
+8,907
122
$4.59M 0.21%
48,906
-10,348
123
$4.53M 0.2%
49,703
-6,654
124
$4.49M 0.2%
178,425
-230,414
125
$4.44M 0.2%
28,487
+1,320
3 4
5
6 7