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
401
$593K 0.03%
2,273
+310
402
$592K 0.03%
10,380
+2,830
403
$587K 0.03%
15,668
-643
404
$584K 0.03%
1,306
+194
405
$583K 0.03%
5,807
+3,939
406
$582K 0.03%
8,191
+679
407
$581K 0.03%
2,135
-48
408
$577K 0.03%
5,733
+174
409
$574K 0.03%
18,980
-2,496
410
$571K 0.03%
2,808
+14
411
$571K 0.03%
+15,476
412
$571K 0.03%
7,696
-59
413
$567K 0.03%
5,888
-300
414
$564K 0.03%
5,030
-27,688
415
$564K 0.03%
16,500
-5,860
416
$561K 0.03%
11,610
-23,803
417
$554K 0.03%
+851
418
$551K 0.03%
1,331
-333
419
$544K 0.03%
13,057
-855
420
$542K 0.03%
18,244
+5,508
421
$539K 0.03%
11,580
-254
422
$537K 0.03%
2,575
+268
423
$535K 0.03%
25,543
-350
424
$531K 0.03%
8,672
+4,600
425
$531K 0.03%
13,013
15 16
17
18 19