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
276
$1.17M 0.07%
3,127
-4,317
277
$1.17M 0.07%
53,544
+2,923
278
$1.16M 0.07%
15,932
+2,961
279
$1.14M 0.07%
+27,301
280
$1.13M 0.07%
38,107
+23,307
281
$1.12M 0.07%
23,470
+6,147
282
$1.11M 0.07%
13,238
+563
283
$1.11M 0.07%
5,693
+111
284
$1.11M 0.07%
3,329
-12
285
$1.1M 0.06%
1,980
+377
286
$1.09M 0.06%
1,627
+784
287
$1.08M 0.06%
3,286
+1,141
288
$1.08M 0.06%
22,371
+2,511
289
$1.08M 0.06%
24,127
-1,816
290
$1.07M 0.06%
5,125
-453
291
$1.07M 0.06%
20,446
-890
292
$1.07M 0.06%
9,922
-583
293
$1.06M 0.06%
5,015
+947
294
$1.06M 0.06%
8,994
+3,164
295
$1.06M 0.06%
20,509
+78
296
$1.05M 0.06%
+3,763
297
$1.05M 0.06%
10,101
+336
298
$1.04M 0.06%
1,910
+1,413
299
$1.04M 0.06%
158,000
+21,500
300
$1.03M 0.06%
10,549
+5,135
10 11
12
13 14