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
476
$419K 0.02%
9,530
-853
477
$417K 0.02%
16,020
+3,645
478
$417K 0.02%
10,985
-1,187
479
$414K 0.02%
+9,035
480
$414K 0.02%
2,928
+5
481
$411K 0.02%
2,483
-1,259
482
$406K 0.02%
+14,427
483
$403K 0.02%
8,224
+604
484
$400K 0.02%
15,285
+5,233
485
$399K 0.02%
1,001
-31
486
$398K 0.02%
1,318
+348
487
$397K 0.02%
12,455
+278
488
$396K 0.02%
7,464
+331
489
$395K 0.02%
4,773
+366
490
$394K 0.02%
12,341
-173
491
$393K 0.02%
4,975
-1,000
492
$392K 0.02%
4,922
-4,017
493
$392K 0.02%
2,763
+122
494
$390K 0.02%
2,962
+1,039
495
$389K 0.02%
2,206
-396
496
$387K 0.02%
325
+10
497
$387K 0.02%
4,964
-12,084
498
$385K 0.02%
+16,954
499
$385K 0.02%
6,927
-4,444
500
$385K 0.02%
3,281
-92
18 19
20
21 22