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
201
$810K 0.09%
+29,312
202
$807K 0.09%
12,433
-31,317
203
$805K 0.09%
10,467
-1,852
204
$790K 0.09%
+15,571
205
$782K 0.09%
+60,679
206
$773K 0.09%
15,135
-1,210
207
$767K 0.09%
3,572
-5,945
208
$766K 0.09%
2,361
-22,159
209
$765K 0.09%
29,137
+132
210
$765K 0.09%
7,320
+2,448
211
$764K 0.09%
+6,800
212
$747K 0.09%
14,404
-64
213
$740K 0.09%
4,718
+394
214
$735K 0.09%
+23,830
215
$731K 0.09%
52,192
+7,661
216
$730K 0.09%
7,623
-98
217
$728K 0.09%
14,000
+1,901
218
$725K 0.09%
39,892
-80
219
$724K 0.08%
56,158
+316
220
$721K 0.08%
+1,875
221
$716K 0.08%
+23,968
222
$709K 0.08%
40,436
+36
223
$684K 0.08%
24,433
+17,194
224
$671K 0.08%
2,620
+1,253
225
$667K 0.08%
+37,250
7 8
9
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