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
401
$532K 0.03%
5,562
-3,432
402
$532K 0.03%
28,525
-1,833
403
$528K 0.03%
12,930
+1,320
404
$526K 0.03%
1,370
-138
405
$526K 0.03%
6,998
+4,376
406
$524K 0.03%
1,554
+48
407
$523K 0.03%
15,115
-8,368
408
$522K 0.03%
20,574
-1,767
409
$521K 0.03%
4,858
+705
410
$520K 0.03%
19,668
-928
411
$515K 0.03%
3,746
+507
412
$514K 0.03%
9,033
+812
413
$513K 0.03%
5,640
+1,055
414
$506K 0.03%
19,628
+650
415
$506K 0.03%
3,309
+12
416
$505K 0.03%
+37,436
417
$503K 0.03%
3,445
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418
$502K 0.03%
19,200
+100
419
$501K 0.03%
12,987
-26
420
$499K 0.03%
7,567
-285,710
421
$498K 0.03%
4,191
+589
422
$498K 0.03%
20,416
+2,031
423
$498K 0.03%
7,959
424
$495K 0.03%
15,111
+8,487
425
$490K 0.03%
2,813
+5
15 16
17
18 19