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
326
$767K 0.05%
14,530
-4,765
327
$760K 0.05%
6,873
+609
328
$758K 0.05%
+38,337
329
$752K 0.05%
68,396
+6,389
330
$747K 0.05%
+263,130
331
$743K 0.05%
16,396
-783
332
$743K 0.05%
+28,401
333
$739K 0.05%
43,569
+10,449
334
$739K 0.05%
3,583
-436
335
$738K 0.05%
6,493
+429
336
$729K 0.05%
13,050
-949
337
$720K 0.05%
2,504
+864
338
$718K 0.05%
23,418
339
$716K 0.05%
17,580
340
$716K 0.05%
11,738
+4,042
341
$713K 0.05%
21,489
-380
342
$713K 0.05%
5,363
+331
343
$712K 0.05%
6,578
-26,368
344
$705K 0.05%
14,113
-39,452
345
$704K 0.05%
7,100
+712
346
$694K 0.05%
5,037
+19
347
$685K 0.04%
22,141
+6,665
348
$684K 0.04%
2,686
+551
349
$683K 0.04%
38,960
+2,000
350
$683K 0.04%
9,778
-1,962
12 13
14
15 16