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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.92M 0.16%
26,957
-3,481
152
$3.9M 0.16%
+28,362
153
$3.87M 0.16%
17,429
+1,231
154
$3.86M 0.16%
59,353
+19,623
155
$3.84M 0.16%
52,327
-3,397
156
$3.7M 0.16%
22,880
+7,368
157
$3.66M 0.15%
18,694
-2,546
158
$3.63M 0.15%
19,335
-28
159
$3.61M 0.15%
54,394
+501
160
$3.6M 0.15%
154,832
-5,955
161
$3.56M 0.15%
12,622
+667
162
$3.51M 0.15%
45,942
-2,906
163
$3.48M 0.15%
65,178
-3,442
164
$3.48M 0.15%
40,325
-4,072
165
$3.48M 0.15%
16,119
+288
166
$3.39M 0.14%
67,992
-1,409
167
$3.33M 0.14%
103,289
+1,318
168
$3.31M 0.14%
11,856
-13,716
169
$3.3M 0.14%
7,106
-933
170
$3.25M 0.14%
74,582
-3,934
171
$3.24M 0.14%
24,705
+33
172
$3.19M 0.13%
69,505
+251
173
$3.17M 0.13%
62,662
+43,875
174
$3.17M 0.13%
62,493
+2,341
175
$3.14M 0.13%
37,101
+1,500
5 6
7
8 9