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
251
$1.37M 0.08%
26,157
+6,767
252
$1.36M 0.08%
74,264
-1,122
253
$1.36M 0.08%
+21,541
254
$1.36M 0.08%
11,740
+4,435
255
$1.35M 0.08%
48,721
+5,605
256
$1.34M 0.08%
29,415
-1,455
257
$1.33M 0.08%
5,831
-15,749
258
$1.31M 0.08%
5,238
-160
259
$1.31M 0.08%
+9,750
260
$1.3M 0.08%
5,603
+3,997
261
$1.29M 0.08%
+56,135
262
$1.29M 0.08%
30,489
+3,858
263
$1.26M 0.07%
9,840
+737
264
$1.25M 0.07%
+15,669
265
$1.25M 0.07%
2,636
-177
266
$1.24M 0.07%
42,764
-2,383
267
$1.24M 0.07%
605
+4
268
$1.24M 0.07%
+36,360
269
$1.23M 0.07%
+49,117
270
$1.22M 0.07%
22,950
+11,598
271
$1.22M 0.07%
68,367
+27
272
$1.2M 0.07%
19,295
+15,361
273
$1.2M 0.07%
4,955
+13
274
$1.19M 0.07%
14,395
+1,416
275
$1.18M 0.07%
4,738
+3,295
9 10
11
12 13