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
201
$1.76M 0.11%
15,279
-247
202
$1.7M 0.1%
86,416
203
$1.7M 0.1%
10,913
-423
204
$1.69M 0.1%
14,128
+45
205
$1.69M 0.1%
50,860
-6,917
206
$1.65M 0.1%
42,163
+2,548
207
$1.63M 0.1%
+6,745
208
$1.62M 0.1%
32,850
+52
209
$1.61M 0.1%
46,465
+7,745
210
$1.59M 0.1%
32,120
-6,866
211
$1.58M 0.1%
32,538
-526
212
$1.56M 0.1%
81,459
+3,112
213
$1.55M 0.1%
3,567
-147
214
$1.55M 0.09%
15,949
+2,353
215
$1.54M 0.09%
32,522
-1,064
216
$1.51M 0.09%
25,589
+8
217
$1.5M 0.09%
37,020
-330
218
$1.49M 0.09%
20,765
-38,952
219
$1.48M 0.09%
13,558
+139
220
$1.48M 0.09%
142,580
+77,100
221
$1.46M 0.09%
34,964
+7,563
222
$1.42M 0.09%
43,916
-5,915
223
$1.42M 0.09%
15,098
-2,993
224
$1.41M 0.09%
10,248
-16,422
225
$1.41M 0.09%
100,259
+9,058
7 8
9
10 11