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
576
$260K 0.02%
4,032
577
$259K 0.02%
19,600
578
$258K 0.02%
3,804
-112
579
$255K 0.02%
4,070
+100
580
$254K 0.01%
11,900
581
$254K 0.01%
1,376
+188
582
$254K 0.01%
+1,568
583
$247K 0.01%
+2,225
584
$247K 0.01%
26,719
-5,143
585
$247K 0.01%
4,977
+238
586
$245K 0.01%
4,034
-2
587
$245K 0.01%
1,646
-481
588
$245K 0.01%
5,385
-433
589
$244K 0.01%
3,886
-56,098
590
$243K 0.01%
40,435
591
$243K 0.01%
6,255
592
$240K 0.01%
+3,070
593
$240K 0.01%
6,624
+995
594
$239K 0.01%
9,608
+1,331
595
$239K 0.01%
9,972
-4,276
596
$238K 0.01%
3,012
+393
597
$236K 0.01%
3,374
-453
598
$236K 0.01%
1,767
+76
599
$234K 0.01%
5,950
-1,500
600
$234K 0.01%
+3,390
22 23
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