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
526
$324K 0.02%
+2,701
527
$323K 0.02%
5,768
+36
528
$322K 0.02%
5,616
+185
529
$321K 0.02%
1,500
+124
530
$321K 0.02%
12,302
-2,351
531
$317K 0.02%
2,554
+633
532
$315K 0.02%
215
-11
533
$314K 0.02%
4,787
-624
534
$314K 0.02%
6,280
-5,706
535
$313K 0.02%
5,638
-141
536
$310K 0.02%
+5,509
537
$308K 0.02%
+3,578
538
$305K 0.02%
1,229
+36
539
$304K 0.02%
3,747
540
$304K 0.02%
1,021
-46
541
$302K 0.02%
6,064
+560
542
$301K 0.02%
+8,450
543
$300K 0.02%
11,234
-224
544
$300K 0.02%
1,886
-72
545
$300K 0.02%
1,348
-64
546
$299K 0.02%
2,837
-100
547
$295K 0.02%
1,360
+260
548
$295K 0.02%
+3,550
549
$295K 0.02%
2,252
+9
550
$293K 0.02%
15,099
-2,313
20 21
22
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