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
501
$378K 0.02%
7,512
-62
502
$378K 0.02%
7,667
-9,473
503
$375K 0.02%
1,566
+219
504
$371K 0.02%
7,372
-3,473
505
$369K 0.02%
7,857
+39
506
$369K 0.02%
+10,600
507
$366K 0.02%
+9,299
508
$362K 0.02%
1,979
-52
509
$361K 0.02%
11,072
-3,633
510
$360K 0.02%
61,995
-5,827
511
$356K 0.02%
5,530
+29
512
$353K 0.02%
5,589
+9
513
$351K 0.02%
8,759
-2,099
514
$350K 0.02%
4,157
-26
515
$345K 0.02%
10,038
-2,041
516
$343K 0.02%
23,456
+9,649
517
$335K 0.02%
3,350
518
$335K 0.02%
24,363
-5,728
519
$334K 0.02%
+11,475
520
$333K 0.02%
11,443
-2,342
521
$332K 0.02%
5,798
-7,456
522
$331K 0.02%
5,334
+288
523
$331K 0.02%
+9,896
524
$329K 0.02%
+7,137
525
$324K 0.02%
4,189
-407
19 20
21
22 23