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
426
$489K 0.03%
1,986
+15
427
$488K 0.03%
12,171
+5,708
428
$487K 0.03%
6,817
+1,591
429
$485K 0.03%
5,540
-835
430
$482K 0.03%
25,405
431
$477K 0.03%
2,769
+194
432
$474K 0.03%
7,805
-386
433
$474K 0.03%
2,381
-306
434
$473K 0.03%
19,902
+3,882
435
$472K 0.03%
18,926
+682
436
$469K 0.03%
3,382
+982
437
$469K 0.03%
5,825
-63
438
$469K 0.03%
9,300
+1,928
439
$468K 0.03%
5,702
-2,451
440
$467K 0.03%
8,554
-1,018
441
$464K 0.03%
+22,768
442
$463K 0.03%
10,662
-4,757
443
$459K 0.03%
11,875
444
$455K 0.03%
+3,809
445
$453K 0.03%
11,265
-315
446
$451K 0.03%
16,926
+4,624
447
$450K 0.03%
2,927
+721
448
$447K 0.03%
11,469
+5
449
$447K 0.03%
40,155
+3,937
450
$441K 0.03%
5,382
+174
16 17
18
19 20