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
526
$303K 0.02%
+15,903
527
$301K 0.02%
+8,120
528
$301K 0.02%
2,319
-444
529
$301K 0.02%
1,978
+410
530
$299K 0.02%
5,405
-125
531
$299K 0.02%
7,156
+19
532
$298K 0.02%
+6,604
533
$296K 0.02%
14,083
+2,608
534
$293K 0.02%
3,937
+93
535
$291K 0.02%
1,334
+275
536
$289K 0.02%
2,137
+280
537
$288K 0.02%
1,675
+625
538
$288K 0.02%
+2,665
539
$287K 0.02%
5,490
-1,457
540
$286K 0.02%
1,184
-45
541
$286K 0.02%
+3,763
542
$284K 0.02%
+607
543
$284K 0.02%
5,838
+1,070
544
$279K 0.02%
30,790
+6,427
545
$277K 0.02%
215
546
$277K 0.02%
5,768
547
$276K 0.02%
3,306
+469
548
$274K 0.02%
15,798
+3,898
549
$273K 0.02%
2,949
+47
550
$272K 0.02%
3,924
+124
20 21
22
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