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
$1.71B
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$15.9M
3
+$10.4M
4
AVGO icon
Broadcom
AVGO
+$8.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.6M

Top Sells

1
+$18M
2
+$13.4M
3
+$10.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.8M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.92M

Sector Composition

1 Technology 10.44%
2 Financials 5.6%
3 Industrials 5.49%
4 Healthcare 5.42%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.66M 0.1%
21,448
-22,793
227
$1.66M 0.1%
5,776
+282
228
$1.63M 0.1%
21,448
+10,925
229
$1.62M 0.09%
90,548
+9,638
230
$1.61M 0.09%
97,192
+2,572
231
$1.59M 0.09%
67,084
+54,491
232
$1.59M 0.09%
72,842
+7,751
233
$1.57M 0.09%
18,541
+1,239
234
$1.55M 0.09%
32,602
+4,176
235
$1.55M 0.09%
117,652
-26,328
236
$1.52M 0.09%
29,726
-26,238
237
$1.49M 0.09%
15,703
238
$1.47M 0.09%
5,663
+441
239
$1.46M 0.09%
10,852
-4,421
240
$1.45M 0.09%
1,897
-4,841
241
$1.45M 0.09%
19,986
+977
242
$1.44M 0.08%
+73,400
243
$1.44M 0.08%
+25,890
244
$1.43M 0.08%
15,209
+4,075
245
$1.41M 0.08%
8,721
+4,634
246
$1.4M 0.08%
3,367
+76
247
$1.39M 0.08%
12,130
+1,634
248
$1.39M 0.08%
10,690
+2,609
249
$1.38M 0.08%
20,082
+11,517
250
$1.38M 0.08%
2,807
+349
8 9
10
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