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
26
$12.7M 0.75%
78,462
+2,108
27
$12.5M 0.73%
111,622
-73,921
28
$11.7M 0.69%
85,817
+2,133
29
$11.6M 0.68%
113,823
-9,198
30
$11.6M 0.68%
171,041
+153,270
31
$11.3M 0.66%
63,579
+12,011
32
$11.2M 0.66%
68,971
+332
33
$10.3M 0.61%
374,432
+12,990
34
$10.2M 0.6%
201,737
-171
35
$10M 0.59%
158,880
+129,370
36
$9.94M 0.58%
192,186
-901
37
$9.81M 0.58%
41,839
38
$9.22M 0.54%
522,600
+273,817
39
$9.18M 0.54%
57,744
+13,501
40
$8.87M 0.52%
82,236
+6,035
41
$8.5M 0.5%
62,020
+14,748
42
$8.41M 0.49%
107,932
-8,812
43
$8.24M 0.48%
66,117
-3,955
44
$8.23M 0.48%
27,507
-6,782
45
$8.17M 0.48%
78,744
-480
46
$8.02M 0.47%
109,747
+16,776
47
$7.96M 0.47%
172,622
+54,282
48
$7.94M 0.47%
96,134
+53,742
49
$7.65M 0.45%
21,527
-2,830
50
$7.53M 0.44%
21,337
+2,827
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