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
501
$340K 0.02%
21,893
-183,484
502
$332K 0.02%
7,847
-3,180
503
$332K 0.02%
841
+40
504
$328K 0.02%
689
-938
505
$328K 0.02%
1,666
+166
506
$327K 0.02%
53,389
-8,606
507
$327K 0.02%
3,350
508
$327K 0.02%
7,194
+793
509
$323K 0.02%
7,757
-100
510
$323K 0.02%
+6,639
511
$320K 0.02%
2,682
+714
512
$319K 0.02%
1,491
-209
513
$317K 0.02%
8,317
-982
514
$316K 0.02%
+2,686
515
$313K 0.02%
+6,822
516
$312K 0.02%
5,453
-56
517
$311K 0.02%
3,266
-15
518
$310K 0.02%
7,133
-379
519
$307K 0.02%
5,710
+94
520
$306K 0.02%
7,341
+1,543
521
$306K 0.02%
775
-1,861
522
$306K 0.02%
5,000
+1,114
523
$306K 0.02%
5,589
524
$305K 0.02%
+2,899
525
$304K 0.02%
10,525
-3,289
19 20
21
22 23