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
$1.54B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.92M
3
+$7.56M
4
MRK icon
Merck
MRK
+$6.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.09M

Top Sells

1
+$18.8M
2
+$11.2M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$4.39M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.38M

Sector Composition

1 Technology 9.68%
2 Healthcare 7.08%
3 Financials 5.8%
4 Industrials 4.94%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.44M 0.09%
36,832
-3,678
227
$1.44M 0.09%
14,560
-649
228
$1.43M 0.09%
36,869
+6,380
229
$1.42M 0.09%
10,747
+4,311
230
$1.41M 0.09%
6,384
-6,702
231
$1.4M 0.09%
66,945
-2,091
232
$1.36M 0.09%
6,460
+629
233
$1.35M 0.09%
29,142
-2,334
234
$1.34M 0.09%
31,160
+12,952
235
$1.33M 0.09%
31,665
+2,250
236
$1.32M 0.09%
616
+11
237
$1.32M 0.09%
5,803
+200
238
$1.31M 0.09%
5,783
-779
239
$1.31M 0.09%
69,850
+148
240
$1.31M 0.09%
18,332
+2,400
241
$1.3M 0.08%
11,058
+2,337
242
$1.28M 0.08%
9,903
+3,424
243
$1.28M 0.08%
53,624
+33,547
244
$1.27M 0.08%
18,067
-3,381
245
$1.23M 0.08%
2,595
+615
246
$1.23M 0.08%
11,926
-204
247
$1.22M 0.08%
5,649
+4,289
248
$1.21M 0.08%
10,805
-47
249
$1.21M 0.08%
76,616
+2,352
250
$1.2M 0.08%
+37,925
8 9
10
11 12