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
1
$101M 4.58%
163,252
-14,563
2
$75.4M 3.41%
122,055
-41,564
3
$50.5M 2.28%
245,955
+371
4
$50.4M 2.28%
318,744
+19,089
5
$40.4M 1.83%
440,468
+34,189
6
$39.8M 1.8%
80,070
-2,104
7
$32.9M 1.49%
220,210
+16,956
8
$31.7M 1.43%
144,518
+4,064
9
$31.1M 1.4%
54,708
+10,581
10
$29.3M 1.32%
53,039
-8,290
11
$26.3M 1.19%
95,587
+34,322
12
$21.3M 0.96%
104,010
-509
13
$20.1M 0.91%
241,194
+2,597
14
$19.9M 0.9%
112,861
-4,586
15
$19.2M 0.87%
723,110
+15,554
16
$18.9M 0.85%
148,980
+7,298
17
$18.5M 0.84%
195,674
+175,357
18
$18.2M 0.82%
46,879
+2,102
19
$18.1M 0.82%
62,274
-2,514
20
$16M 0.72%
16,198
+583
21
$16M 0.72%
120,233
+20,373
22
$16M 0.72%
281,896
+106,040
23
$15.8M 0.71%
49,594
+790
24
$15.6M 0.71%
+755,333
25
$15.2M 0.69%
20,545
+1,464
1
2 3 4 5