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
451
$441K 0.03%
1,499
+168
452
$436K 0.03%
8,664
+4,014
453
$434K 0.03%
808
-43
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455
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15,483
-3,497
456
$418K 0.03%
58,152
-59,500
457
$417K 0.03%
13,516
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$415K 0.03%
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+310
459
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237
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460
$415K 0.03%
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461
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3,144
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462
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463
$412K 0.03%
8,943
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464
$408K 0.03%
24,307
-49,093
465
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467
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468
$396K 0.03%
85,200
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469
$394K 0.03%
+12,030
470
$393K 0.03%
+2,620
471
$391K 0.03%
+9,632
472
$386K 0.03%
3,243
-22
473
$386K 0.03%
43,519
-6,475
474
$385K 0.03%
9,396
+637
475
$381K 0.02%
332
-17
17 18
19
20 21