IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
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
351
$204K 0.04%
+3,567
352
$203K 0.04%
+7,239
353
$201K 0.04%
4,636
-332
354
$201K 0.04%
19,600
355
$177K 0.03%
23,565
356
$161K 0.03%
24,300
+9,400
357
$153K 0.03%
20,000
358
$152K 0.03%
15,558
+33
359
$122K 0.02%
15,000
360
$116K 0.02%
+19,271
361
$108K 0.02%
2,738
+247
362
$99K 0.02%
11,937
363
$78K 0.02%
+15,500
364
$77K 0.02%
50,996
-3,546
365
$76K 0.01%
62,500
-74,400
366
$71K 0.01%
+25,000
367
$27K 0.01%
1,047
368
– –
0
369
$12K ﹤0.01%
+74,000
370
$9K ﹤0.01%
2,474
-3,536
371
– –
-41,555
372
– –
-3,786
373
– –
-13,375
374
– –
-54,787
375
– –
-6,888
13 14
15
16 17