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
151
$3.65M 0.16%
19,952
+3,053
152
$3.6M 0.16%
70,602
-91,398
153
$3.6M 0.16%
13,197
-1,114
154
$3.55M 0.16%
160,787
+102,040
155
$3.54M 0.16%
8,039
-17,771
156
$3.42M 0.15%
69,401
+50,372
157
$3.41M 0.15%
17,434
+4,807
158
$3.34M 0.15%
11,955
-307
159
$3.32M 0.15%
15,831
-1,380
160
$3.31M 0.15%
+68,620
161
$3.3M 0.15%
32,804
-1,142
162
$3.29M 0.15%
24,672
-898
163
$3.28M 0.15%
26,635
+20,819
164
$3.27M 0.15%
+40,048
165
$3.26M 0.15%
+20,018
166
$3.26M 0.15%
35,601
-968
167
$3.26M 0.15%
30,014
+7,602
168
$3.24M 0.15%
+21,107
169
$3.21M 0.14%
78,516
+33,982
170
$3.19M 0.14%
16,198
-2,324
171
$3.18M 0.14%
69,254
+1,975
172
$3.18M 0.14%
50,956
-428
173
$3.17M 0.14%
+24,561
174
$3.12M 0.14%
44,397
+37,370
175
$3.11M 0.14%
19,363
-401
5 6
7
8 9