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
301
$884K 0.06%
9,854
+1,364
302
$881K 0.06%
4,217
+729
303
$868K 0.06%
26,851
-118
304
$866K 0.06%
5,144
-72
305
$864K 0.06%
+9,140
306
$858K 0.06%
28,960
+12,460
307
$853K 0.06%
6,808
+270
308
$848K 0.06%
13,114
+572
309
$847K 0.06%
+15,376
310
$844K 0.05%
7,257
+1,927
311
$843K 0.05%
21,822
+897
312
$840K 0.05%
17,445
-268
313
$836K 0.05%
2,170
+914
314
$831K 0.05%
6,106
-207
315
$829K 0.05%
3,446
-190
316
$827K 0.05%
17,826
-16,810
317
$821K 0.05%
9,232
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318
$816K 0.05%
9,977
-124
319
$815K 0.05%
13,363
+5,648
320
$804K 0.05%
5,986
-5,294
321
$794K 0.05%
+30,843
322
$789K 0.05%
6,932
-375
323
$784K 0.05%
19,649
+10,119
324
$774K 0.05%
56,312
+4,924
325
$773K 0.05%
6,312
+876
11 12
13
14 15