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
476
$379K 0.02%
9,544
-836
477
$378K 0.02%
4,592
-56
478
$377K 0.02%
12,170
-171
479
$376K 0.02%
8,773
-1,924
480
$373K 0.02%
5,523
-378
481
$373K 0.02%
4,137
+50
482
$367K 0.02%
951
-50
483
$365K 0.02%
5,039
-828
484
$362K 0.02%
2,143
+164
485
$357K 0.02%
2,474
-284
486
$354K 0.02%
3,941
-1,089
487
$354K 0.02%
13,966
-3,602
488
$352K 0.02%
12,462
+7
489
$352K 0.02%
3,112
+860
490
$351K 0.02%
16,818
+5,621
491
$349K 0.02%
19,138
+2,184
492
$349K 0.02%
9,656
+621
493
$348K 0.02%
4,483
-540
494
$347K 0.02%
7,081
+154
495
$347K 0.02%
8,717
-5,247
496
$343K 0.02%
4,223
+1,303
497
$342K 0.02%
9,742
-1,330
498
$341K 0.02%
5,139
+1,392
499
$341K 0.02%
4,975
500
$340K 0.02%
2,802
-68
18 19
20
21 22