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
551
$292K 0.02%
+6,463
552
$292K 0.02%
3,800
+555
553
$289K 0.02%
+5,574
554
$289K 0.02%
9,113
+2,258
555
$289K 0.02%
13,648
+3,918
556
$288K 0.02%
2,902
+34
557
$285K 0.02%
2,636
-72
558
$284K 0.02%
+6,401
559
$280K 0.02%
2,614
-166
560
$279K 0.02%
2,332
-210
561
$276K 0.02%
1,139
-481
562
$276K 0.02%
1,059
+33
563
$274K 0.02%
7,297
-1,680
564
$273K 0.02%
+11,197
565
$272K 0.02%
5,298
-3,061
566
$272K 0.02%
6,999
567
$267K 0.02%
3,797
-150
568
$267K 0.02%
10,734
+46
569
$265K 0.02%
1,536
-392
570
$265K 0.02%
8,458
-9,236
571
$265K 0.02%
+1,968
572
$264K 0.02%
4,768
-63,264
573
$263K 0.02%
6,218
574
$263K 0.02%
3,052
-50
575
$261K 0.02%
11,517
-991
21 22
23
24 25