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
126
$4.43M 0.2%
18,595
+13,035
127
$4.4M 0.2%
74,992
-3,354
128
$4.38M 0.2%
72,954
+225
129
$4.37M 0.2%
178,884
-13,458
130
$4.35M 0.2%
66,399
+2,625
131
$4.32M 0.2%
19,789
+14,216
132
$4.31M 0.19%
55,768
-1,521
133
$4.3M 0.19%
107,550
+66,700
134
$4.12M 0.19%
30,438
-2,000
135
$4.12M 0.19%
21,240
+18,632
136
$4.06M 0.18%
55,724
-6,973
137
$4.05M 0.18%
18,244
-39
138
$4.04M 0.18%
93,346
-7,812
139
$4.03M 0.18%
42,963
-6,136
140
$3.99M 0.18%
75,819
+50,466
141
$3.98M 0.18%
12,479
+10,723
142
$3.93M 0.18%
26,621
+5,465
143
$3.83M 0.17%
49,559
-1,969
144
$3.81M 0.17%
53,893
-43,878
145
$3.81M 0.17%
4,596
+3,348
146
$3.8M 0.17%
182,285
+12,121
147
$3.79M 0.17%
44,547
+30,962
148
$3.77M 0.17%
+20,600
149
$3.71M 0.17%
71,358
+13,804
150
$3.68M 0.17%
74,244
+20,472
4 5
6
7 8