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
$511M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.3M
3
+$9.83M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.89M

Top Sells

1
+$30.2M
2
+$9.28M
3
+$6.84M
4
ROK icon
Rockwell Automation
ROK
+$6.08M
5
BKNG icon
Booking.com
BKNG
+$4.97M

Sector Composition

1 Technology 10.91%
2 Healthcare 9.13%
3 Financials 6.59%
4 Industrials 6.23%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$370K 0.07%
+6,085
227
$369K 0.07%
5,894
+494
228
$366K 0.07%
2,067
+25
229
$366K 0.07%
8,538
+2,978
230
$364K 0.07%
7,001
-5
231
$362K 0.07%
3,897
-1,740
232
$360K 0.07%
+1,802
233
$360K 0.07%
6,606
+508
234
$352K 0.07%
+214
235
$345K 0.07%
6,879
-79
236
$344K 0.07%
5,801
-11,484
237
$343K 0.07%
4,197
+416
238
$340K 0.07%
2,591
-384
239
$338K 0.07%
5,417
-9,389
240
$337K 0.07%
1,175
+150
241
$335K 0.07%
30,317
+3,494
242
$332K 0.07%
3,331
-115
243
$331K 0.06%
4,389
-968
244
$331K 0.06%
8,173
+2,126
245
$330K 0.06%
2,069
-321
246
$329K 0.06%
2,869
247
$327K 0.06%
10,614
+5,705
248
$327K 0.06%
10,296
+3,430
249
$327K 0.06%
3,653
-734
250
$326K 0.06%
+1,812
8 9
10
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