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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
176
$3.12M 0.13%
8,223
-94
177
$3.11M 0.13%
49,676
-4,474
178
$3.11M 0.13%
38,886
-804
179
$3.11M 0.13%
58,554
-36,550
180
$3.07M 0.13%
65,124
+3,673
181
$3.07M 0.13%
33,583
-408
182
$3.05M 0.13%
25,753
+903
183
$3.04M 0.13%
36,447
-438
184
$3.03M 0.13%
28,088
-318
185
$2.99M 0.13%
63,713
+2,752
186
$2.98M 0.13%
26,514
+23,290
187
$2.96M 0.12%
17,681
-167
188
$2.96M 0.12%
35,244
+9
189
$2.95M 0.12%
28,526
+21,347
190
$2.94M 0.12%
143,288
+37
191
$2.94M 0.12%
48,878
+175
192
$2.91M 0.12%
91,774
+107
193
$2.79M 0.12%
9,903
+794
194
$2.78M 0.12%
23,963
-713
195
$2.78M 0.12%
93,562
+4
196
$2.77M 0.12%
20,676
-255
197
$2.73M 0.11%
9,476
+154
198
$2.72M 0.11%
65,437
-2,918
199
$2.68M 0.11%
53,033
-954
200
$2.68M 0.11%
70,825
+5,074
6 7
8
9 10