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
151
$3.05M 0.19%
54,399
-46,930
152
$3.02M 0.18%
73,266
-2,494
153
$3.01M 0.18%
109,853
+3,926
154
$2.99M 0.18%
49,784
-5,195
155
$2.91M 0.18%
14,374
+2,292
156
$2.89M 0.18%
+39,357
157
$2.86M 0.18%
76,593
-2,010
158
$2.84M 0.17%
38,525
-1,219
159
$2.81M 0.17%
76,661
-2,485
160
$2.76M 0.17%
72,511
-881
161
$2.72M 0.17%
28,122
-1,505
162
$2.7M 0.17%
53,693
+563
163
$2.66M 0.16%
63,538
+11,801
164
$2.64M 0.16%
46,722
-1,211
165
$2.59M 0.16%
56,958
-2,440
166
$2.57M 0.16%
53,421
-5,907
167
$2.52M 0.15%
15,653
-1,207
168
$2.46M 0.15%
40,645
+13,409
169
$2.46M 0.15%
103,280
170
$2.44M 0.15%
9,172
-171
171
$2.41M 0.15%
47,453
-2,121
172
$2.38M 0.15%
47,763
+33,203
173
$2.37M 0.15%
26,882
-137
174
$2.37M 0.14%
51,085
+639
175
$2.36M 0.14%
9,631
5 6
7
8 9