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
251
$322K 0.06%
+12,269
252
$319K 0.06%
+13,750
253
$318K 0.06%
+12,650
254
$316K 0.06%
20,230
+1,348
255
$314K 0.06%
1,038
-93
256
$313K 0.06%
6,875
-200
257
$312K 0.06%
10,858
+1,942
258
$311K 0.06%
5,751
+2,223
259
$310K 0.06%
+6,180
260
$310K 0.06%
7,552
-74
261
$307K 0.06%
+11,650
262
$306K 0.06%
5,158
-315
263
$303K 0.06%
2,180
-86
264
$302K 0.06%
6,329
-223
265
$301K 0.06%
1,517
-180
266
$297K 0.06%
2,336
+121
267
$297K 0.06%
16,040
+115
268
$296K 0.06%
5,816
+1,157
269
$294K 0.06%
1,886
-32
270
$294K 0.06%
5,425
+865
271
$294K 0.06%
1,200
-54
272
$293K 0.06%
2,450
-17
273
$292K 0.06%
3,972
+1,362
274
$291K 0.06%
6,345
-65,596
275
$290K 0.06%
+12,650
9 10
11
12 13