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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
101
$5.88M 0.25%
31,720
-1,210
102
$5.87M 0.25%
58,763
-15,828
103
$5.86M 0.25%
51,935
-1,369
104
$5.83M 0.25%
70,323
-2,269
105
$5.5M 0.23%
4,718
-1,484
106
$5.47M 0.23%
107,772
-52,237
107
$5.38M 0.23%
81,540
+8,586
108
$5.37M 0.23%
70,188
+3,789
109
$5.33M 0.22%
155,402
-26,883
110
$5.25M 0.22%
+197,961
111
$5.22M 0.22%
78,988
+3,996
112
$5.12M 0.22%
53,114
+1,538
113
$5.1M 0.21%
34,829
+6,342
114
$5.08M 0.21%
43,376
-96
115
$5M 0.21%
35,200
-171
116
$5M 0.21%
63,350
+3,435
117
$4.92M 0.21%
23,166
-518
118
$4.88M 0.21%
24,607
-54
119
$4.86M 0.2%
19,329
+1,085
120
$4.85M 0.2%
23,505
+6,071
121
$4.84M 0.2%
28,929
+2,294
122
$4.84M 0.2%
47,660
+3,113
123
$4.73M 0.2%
79,817
+24,460
124
$4.68M 0.2%
96,626
+336
125
$4.65M 0.2%
176,617
-2,267
3 4
5
6 7