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
376
$606K 0.04%
9,862
-2,425
377
$605K 0.04%
151
-24
378
$603K 0.04%
10,906
+5,942
379
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6,495
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380
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13,458
-775
381
$585K 0.04%
6,167
+474
382
$585K 0.04%
1,303,748
383
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+16,194
384
$577K 0.04%
5,464
-12
385
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11,150
-3,308
386
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18,394
+7,409
387
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19,590
-20,231
388
$572K 0.04%
9,040
-366
389
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2,296
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390
$556K 0.04%
8,851
+5,054
391
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15,396
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393
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5,643
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394
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395
$548K 0.04%
+16,884
396
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4,609
-80
397
$541K 0.04%
7,282
+4,746
398
$539K 0.04%
18,540
+1,697
399
$536K 0.03%
3,312
-111
400
$535K 0.03%
4,949
-573
14 15
16
17 18