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
601
$216K 0.01%
4,873
-3,624
602
$215K 0.01%
3,643
+631
603
$215K 0.01%
3,404
-753
604
$215K 0.01%
13,130
-74,850
605
$214K 0.01%
5,208
-90
606
$214K 0.01%
4,080
+502
607
$214K 0.01%
3,002
-50
608
$212K 0.01%
+5,117
609
$212K 0.01%
+1,561
610
$211K 0.01%
2,882
+328
611
$210K 0.01%
329
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612
$210K 0.01%
4,332
-3,335
613
$209K 0.01%
2,089
614
$208K 0.01%
67,480
+23,000
615
$207K 0.01%
+5,805
616
$204K 0.01%
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617
$204K 0.01%
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618
$204K 0.01%
3,548
+1,489
619
$203K 0.01%
+7,790
620
$201K 0.01%
+2,108
621
$200K 0.01%
+5,853
622
$200K 0.01%
950
-71
623
$200K 0.01%
8,994
-978
624
$199K 0.01%
26,402
-317
625
$199K 0.01%
40,435
23 24
25
26 27