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
176
$1.04M 0.12%
+149,284
177
$1.04M 0.12%
+37,101
178
$1.04M 0.12%
15,763
+893
179
$1.04M 0.12%
7,597
-373
180
$1.03M 0.12%
69,280
+20,738
181
$1.03M 0.12%
14,942
+11,458
182
$1.02M 0.12%
28,326
-3,374
183
$1.02M 0.12%
+197,993
184
$1.01M 0.12%
45,795
+121
185
$1.01M 0.12%
4,678
+664
186
$989K 0.12%
9,730
-198
187
$986K 0.12%
36,756
-4,056
188
$977K 0.11%
22,128
+2,370
189
$957K 0.11%
4,734
+1,280
190
$954K 0.11%
9,729
-1,488
191
$949K 0.11%
+437
192
$943K 0.11%
15,163
+9,746
193
$924K 0.11%
+46,357
194
$922K 0.11%
+56,116
195
$916K 0.11%
+5,319
196
$866K 0.1%
50,887
-33,877
197
$842K 0.1%
21,619
-728
198
$840K 0.1%
17,087
-10,246
199
$823K 0.1%
8,653
+3,110
200
$815K 0.1%
22,206
-33,951
6 7
8
9 10