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
176
$2.36M 0.14%
49,328
-10,544
177
$2.34M 0.14%
214,032
-9,810
178
$2.31M 0.14%
16,276
+11,428
179
$2.23M 0.14%
67,172
+9,733
180
$2.21M 0.14%
29,970
+6,530
181
$2.2M 0.13%
22,743
-2,512
182
$2.2M 0.13%
37,939
-5,942
183
$2.2M 0.13%
19,799
+2,343
184
$2.17M 0.13%
38,044
+34,364
185
$2.17M 0.13%
64,582
-1,872
186
$2.07M 0.13%
29,652
-6,006
187
$2.06M 0.13%
23,266
-55
188
$2.06M 0.13%
19,027
-1,986
189
$1.98M 0.12%
28,344
+16,000
190
$1.94M 0.12%
18,879
-622
191
$1.94M 0.12%
19,091
+85
192
$1.9M 0.12%
5,681
-159
193
$1.89M 0.12%
33,003
-117
194
$1.88M 0.12%
4,990
-118
195
$1.87M 0.11%
23,036
-905
196
$1.85M 0.11%
4,513
-8,422
197
$1.83M 0.11%
7,188
-40
198
$1.83M 0.11%
6,708
-103
199
$1.82M 0.11%
6,908
-220
200
$1.81M 0.11%
17,413
-4,143
6 7
8
9 10