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
126
$1.9M 0.22%
20,729
+2,469
127
$1.87M 0.22%
48,311
+24,031
128
$1.83M 0.22%
47,934
-2,826
129
$1.81M 0.21%
23,344
-1,844
130
$1.8M 0.21%
2,568
-131
131
$1.76M 0.21%
34,847
+25,649
132
$1.75M 0.2%
10,167
-392
133
$1.73M 0.2%
+9,575
134
$1.72M 0.2%
9,814
+4,453
135
$1.72M 0.2%
139,092
+41,418
136
$1.71M 0.2%
54,996
+1,526
137
$1.68M 0.2%
54,851
+36,561
138
$1.66M 0.19%
11,481
-2,273
139
$1.65M 0.19%
33,148
+187
140
$1.64M 0.19%
+94,446
141
$1.64M 0.19%
63,902
+44,749
142
$1.63M 0.19%
227,200
+147,138
143
$1.61M 0.19%
16,257
-1,754
144
$1.61M 0.19%
17,541
+7,541
145
$1.58M 0.19%
23,444
-3,448
146
$1.57M 0.18%
8,723
147
$1.55M 0.18%
+3,050
148
$1.54M 0.18%
30,689
+22,046
149
$1.54M 0.18%
13,842
-902
150
$1.54M 0.18%
34,395
-1,075
4 5
6
7 8