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
301
$253K 0.05%
+50,000
302
$251K 0.05%
3,853
+816
303
$251K 0.05%
1,367
-57
304
$249K 0.05%
2,509
-2,280
305
$249K 0.05%
17,877
+5,358
306
$248K 0.05%
24,790
+4,790
307
$247K 0.05%
1,718
-2,437
308
$247K 0.05%
3,000
+397
309
$244K 0.05%
2,063
+313
310
$244K 0.05%
2,492
-2,231
311
$242K 0.05%
7,021
+794
312
$240K 0.05%
3,356
-65
313
$237K 0.05%
4,542
-4,878
314
$237K 0.05%
2,860
-77
315
$236K 0.05%
11,315
-5,246
316
$234K 0.05%
+1,397
317
$234K 0.05%
+41,670
318
$234K 0.05%
44,922
+31,500
319
$232K 0.05%
4,907
-37
320
$232K 0.05%
9,509
+1,026
321
$230K 0.05%
2,738
-66
322
$230K 0.05%
15,594
+855
323
$228K 0.04%
+2,672
324
$228K 0.04%
+1,372
325
$224K 0.04%
1,263
-377
11 12
13
14 15