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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
816
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$5.08M
3
+$4.18M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.18M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$3.64M

Top Sells

1
+$17.4M
2
+$8.18M
3
+$6.53M
4
TTD icon
Trade Desk
TTD
+$5.84M
5
CCJ icon
Cameco
CCJ
+$5.61M

Sector Composition

1 Technology 15.69%
2 Financials 7.95%
3 Industrials 4.55%
4 Consumer Discretionary 4.24%
5 Healthcare 3.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$111M 4.67%
165,971
+2,719
2
$79.5M 3.34%
119,406
-2,649
3
$65.7M 2.76%
257,853
+11,898
4
$53.9M 2.27%
289,112
-29,632
5
$44.2M 1.86%
85,313
+5,243
6
$37M 1.55%
216,332
-3,878
7
$33.9M 1.42%
102,677
+7,090
8
$32.2M 1.35%
146,563
+2,045
9
$31.2M 1.31%
51,971
-1,068
10
$30.7M 1.29%
50,201
-4,507
11
$27.5M 1.16%
113,104
+243
12
$25.4M 1.07%
180,536
+31,556
13
$23M 0.97%
250,961
-189,507
14
$22.4M 0.94%
103,912
-98
15
$22.1M 0.93%
49,633
+39
16
$22.1M 0.93%
46,251
-628
17
$21.6M 0.91%
216,061
+20,387
18
$21M 0.88%
240,361
-833
19
$20.5M 0.86%
65,027
+2,753
20
$19.4M 0.81%
95,215
+32,686
21
$19.2M 0.8%
701,610
-21,500
22
$17.9M 0.75%
313,164
+31,268
23
$17.4M 0.73%
163,510
+27,541
24
$17.4M 0.73%
91,642
+27,282
25
$17.4M 0.73%
18,201
+2,881
1
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