IAN

Integrated Advisors Network Portfolio holdings

AUM $2.26B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
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
+$12.1M
2
+$8.91M
3
+$7.39M
4
MRK icon
Merck
MRK
+$5.96M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.23M

Top Sells

1
+$17.6M
2
+$11.9M
3
+$11.6M
4
AVGO icon
Broadcom
AVGO
+$5.08M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.7M

Sector Composition

1 Technology 9.67%
2 Healthcare 7.08%
3 Financials 5.81%
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