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
151
$1.53M 0.18%
11,457
+3,935
152
$1.43M 0.17%
87,476
+9,748
153
$1.42M 0.17%
20,791
+17,081
154
$1.41M 0.17%
12,539
+10,030
155
$1.41M 0.17%
48,650
156
$1.41M 0.17%
35,316
+4,119
157
$1.39M 0.16%
58,401
-6,984
158
$1.37M 0.16%
+26,296
159
$1.32M 0.16%
7,641
+2,139
160
$1.31M 0.15%
+30,610
161
$1.3M 0.15%
9,062
+756
162
$1.28M 0.15%
73,203
+3,072
163
$1.28M 0.15%
11,723
-856
164
$1.25M 0.15%
25,085
+1,602
165
$1.24M 0.15%
32,030
+875
166
$1.24M 0.14%
15,215
-1,050
167
$1.23M 0.14%
96,928
+16,560
168
$1.21M 0.14%
7,370
+234
169
$1.21M 0.14%
3,108
+1,871
170
$1.18M 0.14%
3,253
+579
171
$1.18M 0.14%
14,290
+5,362
172
$1.17M 0.14%
+38,442
173
$1.15M 0.13%
+13,741
174
$1.11M 0.13%
15,394
-24
175
$1.1M 0.13%
3,617
+118
5 6
7
8 9