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
576
$241K 0.02%
1,439
+91
577
$240K 0.02%
3,492
+977
578
$239K 0.02%
2,115
-1,122
579
$239K 0.02%
1,905
+19
580
$238K 0.02%
+2,073
581
$237K 0.02%
+865
582
$236K 0.02%
+5,112
583
$235K 0.02%
5,013
+36
584
$235K 0.02%
2,708
+72
585
$234K 0.02%
11,074
+340
586
$233K 0.02%
+6,242
587
$233K 0.02%
4,032
588
$233K 0.02%
3,094
-710
589
$232K 0.02%
+3,201
590
$231K 0.02%
19,600
591
$231K 0.02%
+3,676
592
$230K 0.02%
2,022
+36
593
$227K 0.01%
+6,694
594
$226K 0.01%
6,887
-112
595
$224K 0.01%
9,902
-1,332
596
$223K 0.01%
7,136
-2,760
597
$218K 0.01%
4,497
-837
598
$218K 0.01%
12,328
-2,771
599
$216K 0.01%
+3,303
600
$216K 0.01%
+2,631
22 23
24
25 26