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
176
$3.1M 0.14%
36,885
+34,352
177
$3.1M 0.14%
6,683
+459
178
$3.08M 0.14%
9,322
-187
179
$3.05M 0.14%
48,703
+21,829
180
$3.05M 0.14%
60,152
+18,085
181
$3.03M 0.14%
33,991
-257
182
$3.01M 0.14%
55,357
+9,155
183
$3M 0.14%
101,971
+14,139
184
$2.98M 0.13%
60,961
-26,362
185
$2.94M 0.13%
41,709
+32,590
186
$2.93M 0.13%
+143,251
187
$2.92M 0.13%
8,317
-650
188
$2.9M 0.13%
6,615
-1,203
189
$2.89M 0.13%
61,451
+293
190
$2.84M 0.13%
68,355
+3,975
191
$2.79M 0.13%
35,235
-4,979
192
$2.78M 0.13%
+54,150
193
$2.76M 0.12%
91,667
+35,010
194
$2.69M 0.12%
9,109
-77
195
$2.68M 0.12%
93,558
+5,203
196
$2.65M 0.12%
17,603
+2,805
197
$2.62M 0.12%
+24,676
198
$2.61M 0.12%
+24,850
199
$2.61M 0.12%
17,848
-1,372
200
$2.6M 0.12%
30,674
-901
6 7
8
9 10