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
201
$2.6M 0.12%
89,734
+3,586
202
$2.57M 0.12%
14,861
+13,020
203
$2.56M 0.12%
28,406
+3,026
204
$2.56M 0.12%
32,435
-16,888
205
$2.54M 0.11%
48,848
+47,061
206
$2.5M 0.11%
49,137
-119
207
$2.49M 0.11%
137,495
+10,204
208
$2.48M 0.11%
8,291
-10,179
209
$2.47M 0.11%
122,642
+5,178
210
$2.47M 0.11%
65,751
+161
211
$2.46M 0.11%
3,204
+235
212
$2.45M 0.11%
53,987
-5,723
213
$2.43M 0.11%
39,730
+969
214
$2.41M 0.11%
7,736
-1,315
215
$2.41M 0.11%
19,425
-1,803
216
$2.4M 0.11%
+80,469
217
$2.35M 0.11%
12,816
+2,431
218
$2.34M 0.11%
85,745
+8,842
219
$2.32M 0.1%
14,573
-894
220
$2.29M 0.1%
+9,479
221
$2.27M 0.1%
93,775
-107,968
222
$2.27M 0.1%
11,508
-1,241
223
$2.27M 0.1%
32,706
+44
224
$2.2M 0.1%
15,512
-692
225
$2.2M 0.1%
105,072
+65,071
7 8
9
10 11