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
376
$649K 0.04%
20,596
+8,555
377
$646K 0.04%
33,120
-7,356
378
$644K 0.04%
+13,964
379
$635K 0.04%
9,572
-51,983
380
$634K 0.04%
5,032
-26,018
381
$631K 0.04%
16,843
+808
382
$629K 0.04%
4,161
-15,254
383
$627K 0.04%
+17,227
384
$620K 0.04%
6,217
-126
385
$620K 0.04%
+7,715
386
$620K 0.04%
22,341
-387
387
$618K 0.04%
2,177
-2,693
388
$618K 0.04%
1,506
+345
389
$613K 0.04%
6,720
-1,004
390
$612K 0.04%
36,218
-8,655
391
$608K 0.04%
5,330
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392
$606K 0.04%
258
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393
$606K 0.04%
10,225
+34
394
$604K 0.04%
4,585
-27,511
395
$604K 0.04%
19,100
+7,950
396
$604K 0.04%
1,256
+239
397
$601K 0.04%
4,887
+889
398
$597K 0.04%
5,585
-590
399
$595K 0.03%
3,423
+573
400
$594K 0.03%
5,476
-22
14 15
16
17 18