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
326
$909K 0.05%
3,636
+316
327
$906K 0.05%
+18,208
328
$903K 0.05%
3,006
-12,477
329
$898K 0.05%
+12,581
330
$885K 0.05%
8,733
+935
331
$878K 0.05%
7,461
-28
332
$872K 0.05%
12,649
+4,604
333
$871K 0.05%
8,698
-216
334
$862K 0.05%
17,580
-324
335
$861K 0.05%
+16,769
336
$860K 0.05%
6,538
-242
337
$857K 0.05%
6,264
+519
338
$856K 0.05%
5,711
+491
339
$848K 0.05%
13,999
-1,311
340
$847K 0.05%
+51,388
341
$847K 0.05%
2,555
-205
342
$836K 0.05%
+5,436
343
$829K 0.05%
7,012
+220
344
$822K 0.05%
10,054
-389
345
$821K 0.05%
4,816
-212
346
$820K 0.05%
8,153
-533
347
$818K 0.05%
17,179
-5,810
348
$815K 0.05%
5,886
+70
349
$795K 0.05%
62,007
+3,655
350
$793K 0.05%
5,018
-5,829
12 13
14
15 16