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
351
$789K 0.05%
14,602
-91
352
$783K 0.05%
21,869
-231
353
$782K 0.05%
+175
354
$781K 0.05%
12,434
-1,052
355
$771K 0.05%
3,488
+171
356
$759K 0.04%
+18,192
357
$758K 0.04%
20,925
+805
358
$732K 0.04%
1,508
-39
359
$719K 0.04%
7,959
360
$718K 0.04%
2,687
+178
361
$711K 0.04%
23,418
-26,396
362
$708K 0.04%
6,388
+1,510
363
$701K 0.04%
3,785
-3,816
364
$696K 0.04%
36,960
-19,506
365
$695K 0.04%
30,358
-17,958
366
$690K 0.04%
4,019
+2,793
367
$688K 0.04%
5,522
-278
368
$680K 0.04%
5,377
-1,214
369
$679K 0.04%
9,406
+271
370
$673K 0.04%
4,437
+1,426
371
$668K 0.04%
8,221
-1,270
372
$663K 0.04%
31,353
+1,357
373
$661K 0.04%
7,883
+306
374
$660K 0.04%
6,064
+466
375
$656K 0.04%
6,375
+1,463
13 14
15
16 17