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
301
$1.03M 0.06%
4,019
+2,902
302
$1.02M 0.06%
14,233
-810
303
$1.02M 0.06%
+6,313
304
$1.01M 0.06%
38,569
-437
305
$1.01M 0.06%
2,587
+116
306
$1.01M 0.06%
3,292
+10
307
$1.01M 0.06%
+20,493
308
$1M 0.06%
19,960
-6,337
309
$997K 0.06%
7,307
+435
310
$979K 0.06%
+24,732
311
$979K 0.06%
12,542
-252
312
$970K 0.06%
6,479
-350
313
$963K 0.06%
5,216
+743
314
$960K 0.06%
36,083
+5,427
315
$951K 0.06%
6,436
+2,279
316
$945K 0.06%
15,419
-4,580
317
$942K 0.06%
26,969
-255
318
$942K 0.06%
8,490
-3,751
319
$939K 0.06%
9,342
+900
320
$936K 0.05%
5,638
-2,370
321
$929K 0.05%
17,713
-699
322
$927K 0.05%
12,131
-1,945
323
$926K 0.05%
23,483
+3,912
324
$921K 0.05%
14,458
+8,377
325
$920K 0.05%
15,479
+1,802
11 12
13
14 15