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
276
$290K 0.06%
7,088
-33
277
$289K 0.06%
919
+29
278
$287K 0.06%
3,134
+445
279
$286K 0.06%
+380
280
$286K 0.06%
4,762
-777
281
$285K 0.06%
2,793
-207
282
$285K 0.06%
+3,601
283
$283K 0.06%
+56,500
284
$282K 0.06%
3,867
+632
285
$281K 0.06%
5,261
-3,659
286
$281K 0.06%
1,947
-92
287
$281K 0.06%
9,718
+2,011
288
$280K 0.05%
+6,494
289
$280K 0.05%
+1,175
290
$279K 0.05%
10,339
-582
291
$276K 0.05%
3,483
-130
292
$276K 0.05%
5,938
+279
293
$270K 0.05%
391
+20
294
$270K 0.05%
1,500
295
$269K 0.05%
8,676
-7,016
296
$262K 0.05%
4,160
-334
297
$261K 0.05%
8,429
+615
298
$260K 0.05%
4,608
+86
299
$259K 0.05%
5,460
+280
300
$257K 0.05%
3,054
+64
10 11
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