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
601
$234K 0.01%
+4,650
602
$233K 0.01%
+1,946
603
$231K 0.01%
+2,920
604
$230K 0.01%
6,000
-152,800
605
$230K 0.01%
2,269
-4
606
$229K 0.01%
1,857
+376
607
$228K 0.01%
7,986
-553
608
$228K 0.01%
+2,536
609
$227K 0.01%
1,456
-347
610
$227K 0.01%
1,347
-51,041
611
$227K 0.01%
3,985
+929
612
$226K 0.01%
+2,515
613
$226K 0.01%
1,986
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614
$225K 0.01%
1,050
+29
615
$222K 0.01%
1,683
-79
616
$221K 0.01%
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-235
617
$220K 0.01%
+2,622
618
$217K 0.01%
+4,725
619
$217K 0.01%
4,962
-831
620
$216K 0.01%
3,390
+13
621
$212K 0.01%
+7,886
622
$212K 0.01%
4,250
-1,035
623
$212K 0.01%
937
-464
624
$211K 0.01%
7,914
-952
625
$209K 0.01%
2,089
23 24
25
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