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
551
$271K 0.02%
+9,992
552
$267K 0.02%
+3,331
553
$267K 0.02%
4,243
+54
554
$263K 0.02%
5,483
+696
555
$262K 0.02%
+4,694
556
$261K 0.02%
1,453
+81
557
$260K 0.02%
2,432
-496
558
$260K 0.02%
+813
559
$257K 0.02%
+2,470
560
$257K 0.02%
+1,487
561
$256K 0.02%
+2,977
562
$253K 0.02%
5,499
-50,676
563
$251K 0.02%
6,014
+1,940
564
$251K 0.02%
610
+204
565
$250K 0.02%
+14,896
566
$249K 0.02%
+780
567
$249K 0.02%
+2,991
568
$248K 0.02%
11,924
+407
569
$248K 0.02%
9,128
+15
570
$246K 0.02%
+10,612
571
$246K 0.02%
1,173
+34
572
$245K 0.02%
2,701
+476
573
$244K 0.02%
1,708
+172
574
$243K 0.02%
+9,072
575
$242K 0.02%
+1,738
21 22
23
24 25