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
276
$1.01M 0.07%
38,184
+2,101
277
$1M 0.07%
6,070
+1,055
278
$1M 0.07%
27,159
-142
279
$999K 0.07%
20,699
+190
280
$993K 0.06%
20,054
-392
281
$991K 0.06%
4,424
-314
282
$989K 0.06%
19,741
-219
283
$989K 0.06%
+30,296
284
$986K 0.06%
+4,546
285
$972K 0.06%
16,507
+6,282
286
$970K 0.06%
17,867
-2,215
287
$965K 0.06%
65,520
-2,847
288
$964K 0.06%
6,512
+2,727
289
$954K 0.06%
42,741
-12,776
290
$952K 0.06%
5,226
+101
291
$951K 0.06%
3,040
+453
292
$937K 0.06%
6,034
+1,218
293
$921K 0.06%
4,619
+856
294
$919K 0.06%
+48,808
295
$916K 0.06%
22,384
-1,743
296
$916K 0.06%
5,449
-3,628
297
$913K 0.06%
3,049
-318
298
$904K 0.06%
1,930
+20
299
$893K 0.06%
9,012
+314
300
$890K 0.06%
11,200
+651
10 11
12
13 14