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
1
$29M 3.4%
511,346
+478,211
2
$25.1M 2.94%
274,848
+122,712
3
$23.9M 2.8%
303,317
+237,992
4
$17.6M 2.06%
57,058
+34,610
5
$16.8M 1.97%
+277,496
6
$15.5M 1.82%
50,199
+17,896
7
$15.1M 1.77%
165,217
+119,744
8
$13.6M 1.6%
115,434
-16,656
9
$13.4M 1.57%
97,360
+31,660
10
$13M 1.52%
117,053
-11
11
$13M 1.52%
149,531
-15,643
12
$12.8M 1.51%
111,315
+20,909
13
$12.3M 1.45%
49,265
+33,512
14
$10.7M 1.25%
86,787
-570
15
$10.5M 1.23%
296,195
+197,625
16
$10.3M 1.2%
95,308
+20,811
17
$10.2M 1.2%
50,364
+11,958
18
$9.65M 1.13%
161,344
+88,800
19
$9.58M 1.12%
135,688
+4,059
20
$8.72M 1.02%
+207,222
21
$8.7M 1.02%
+199,404
22
$7.81M 0.92%
106,099
+68,102
23
$6.93M 0.81%
73,705
+11,053
24
$6.79M 0.8%
124,024
+3,503
25
$6.76M 0.79%
40,005
+37,075
1
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