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
26
$11.7M 0.76%
563,886
+7,929
27
$11.6M 0.76%
103,069
+17,252
28
$11.6M 0.76%
126,836
+97,471
29
$11.3M 0.73%
110,735
-887
30
$11.2M 0.73%
115,050
+1,227
31
$10.9M 0.71%
75,148
+6,177
32
$10.6M 0.69%
47,298
+6,114
33
$9.6M 0.62%
532,046
+9,446
34
$9.27M 0.6%
51,878
-13,322
35
$9.17M 0.6%
393,722
+19,290
36
$8.42M 0.55%
65,640
+3,620
37
$8.2M 0.53%
15,973
+5,759
38
$8.17M 0.53%
89,628
+67,199
39
$7.97M 0.52%
30,236
+28,670
40
$7.87M 0.51%
155,652
-36,534
41
$7.83M 0.51%
95,154
+16,410
42
$7.63M 0.5%
41,839
43
$7.58M 0.49%
182,088
+9,466
44
$7.58M 0.49%
82,010
-226
45
$7.49M 0.49%
68,084
+46,279
46
$7.33M 0.48%
26,712
-795
47
$7.19M 0.47%
93,646
-14,286
48
$7.04M 0.46%
14,696
+6,686
49
$6.82M 0.44%
26,679
+9,741
50
$6.64M 0.43%
169,186
+58,907
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