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
451
$475K 0.03%
18,385
+1,575
452
$474K 0.03%
+13,814
453
$470K 0.03%
5,226
+239
454
$469K 0.03%
2,838
-18,166
455
$466K 0.03%
1,372
+301
456
$461K 0.03%
4,153
+524
457
$460K 0.03%
+6,947
458
$458K 0.03%
8,086
+2,048
459
$453K 0.03%
5,023
+683
460
$451K 0.03%
10,697
-603
461
$451K 0.03%
8,497
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462
$450K 0.03%
2,870
+194
463
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17,568
-17,929
464
$450K 0.03%
5,208
+551
465
$449K 0.03%
2,400
+411
466
$448K 0.03%
801
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467
$447K 0.03%
4,648
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468
$447K 0.03%
2,758
-26
469
$444K 0.03%
3,265
-103
470
$440K 0.03%
49,994
-4,356
471
$430K 0.03%
3,237
+930
472
$427K 0.03%
+11,861
473
$427K 0.03%
5,010
+326
474
$426K 0.03%
5,901
-2,311
475
$425K 0.02%
7,910
+1,880
17 18
19
20 21