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
251
$1.19M 0.08%
14,115
+877
252
$1.19M 0.08%
3,658
+366
253
$1.17M 0.08%
2,817
+10
254
$1.16M 0.08%
5,215
-23
255
$1.16M 0.08%
1,901
+4
256
$1.16M 0.08%
27,728
+1,571
257
$1.16M 0.08%
+33,865
258
$1.15M 0.08%
29,420
+7,049
259
$1.14M 0.07%
34,696
-76,279
260
$1.13M 0.07%
13,537
-3,808
261
$1.1M 0.07%
17,754
+2,275
262
$1.09M 0.07%
10,711
+5,771
263
$1.07M 0.07%
36,457
-1,650
264
$1.07M 0.07%
47,697
-1,420
265
$1.07M 0.07%
20,982
+996
266
$1.06M 0.07%
8,405
+2,519
267
$1.06M 0.07%
41,982
-782
268
$1.06M 0.07%
36,368
+8
269
$1.06M 0.07%
+49,300
270
$1.05M 0.07%
13,209
+6,489
271
$1.05M 0.07%
20,496
+16,426
272
$1.04M 0.07%
11,658
+9,326
273
$1.03M 0.07%
14,787
+392
274
$1.03M 0.07%
10,822
+7,860
275
$1.02M 0.07%
22,218
-732
9 10
11
12 13