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
126
$3.52M 0.22%
202,798
-2,246
127
$3.52M 0.22%
24,128
+798
128
$3.51M 0.21%
73,795
-1,365
129
$3.5M 0.21%
69,774
-1,525
130
$3.48M 0.21%
6,822
-161
131
$3.47M 0.21%
113,815
-3,354
132
$3.46M 0.21%
58,931
+4,589
133
$3.46M 0.21%
19,863
+89
134
$3.43M 0.21%
49,564
135
$3.43M 0.21%
11,990
+552
136
$3.4M 0.21%
+25,371
137
$3.37M 0.21%
37,909
-977
138
$3.36M 0.21%
83,151
-14,163
139
$3.32M 0.2%
196,602
-9,906
140
$3.28M 0.2%
37,777
-1,043
141
$3.28M 0.2%
34,887
-1,439
142
$3.25M 0.2%
44,937
+1,616
143
$3.24M 0.2%
14,717
-1,971
144
$3.23M 0.2%
131,702
+18,808
145
$3.18M 0.19%
71,650
-1,711
146
$3.13M 0.19%
58,749
+4,452
147
$3.12M 0.19%
4,297
+45
148
$3.11M 0.19%
15,630
-1,053
149
$3.08M 0.19%
87,987
-72
150
$3.07M 0.19%
40,513
+6,386
4 5
6
7 8