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
326
$222K 0.04%
56,374
-5,350
327
$221K 0.04%
5,254
-202
328
$221K 0.04%
+7,435
329
$220K 0.04%
+2,691
330
$219K 0.04%
+41,502
331
$218K 0.04%
+5,468
332
$217K 0.04%
2,184
-251
333
$216K 0.04%
22,712
+4,712
334
$216K 0.04%
+4,640
335
$215K 0.04%
2,447
-29
336
$215K 0.04%
4,851
-1,038
337
$214K 0.04%
676
-68
338
$214K 0.04%
6,354
+298
339
$212K 0.04%
8,771
+3,106
340
$211K 0.04%
2,089
341
$211K 0.04%
412,100
+24,000
342
$211K 0.04%
+11,150
343
$209K 0.04%
4,334
-12
344
$209K 0.04%
12,788
+1,922
345
$208K 0.04%
3,710
-2,847
346
$208K 0.04%
8,474
+2,617
347
$206K 0.04%
3,484
-2,375
348
$205K 0.04%
+4,063
349
$204K 0.04%
10,701
-81,255
350
$204K 0.04%
11,332
+4,203
12 13
14
15 16