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
426
$531K 0.03%
+25,405
427
$529K 0.03%
11,875
+25
428
$528K 0.03%
+66,819
429
$527K 0.03%
12,756
+646
430
$524K 0.03%
1,640
+372
431
$523K 0.03%
3,297
-229
432
$518K 0.03%
+4,940
433
$517K 0.03%
7,500
-68,368
434
$513K 0.03%
4,689
-170
435
$512K 0.03%
1,971
+37
436
$512K 0.03%
+18,978
437
$511K 0.03%
4,890
-111
438
$509K 0.03%
11,464
+177
439
$508K 0.03%
11,027
-102
440
$506K 0.03%
3,174
+73
441
$506K 0.03%
3,239
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442
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20,077
-58
443
$492K 0.03%
3,844
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444
$489K 0.03%
5,867
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445
$486K 0.03%
6,558
+25
446
$486K 0.03%
4,087
+347
447
$483K 0.03%
1,700
-114
448
$479K 0.03%
349
-16
449
$478K 0.03%
7,070
-2,210
450
$477K 0.03%
3,602
+80
16 17
18
19 20