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
626
$186K 0.01%
+13,853
627
$158K 0.01%
+11,165
628
$154K 0.01%
14,181
+42
629
$153K 0.01%
10,049
-21,304
630
$151K 0.01%
11,532
-329
631
$145K 0.01%
+27,458
632
$142K 0.01%
+10,174
633
$129K 0.01%
12,917
+1,247
634
$129K 0.01%
6,547
+567
635
$129K 0.01%
50,539
+35,757
636
$127K 0.01%
+1,822
637
$100K 0.01%
10,350
638
$99K 0.01%
+14,181
639
$81K 0.01%
22,500
+10,500
640
$77K 0.01%
+11,964
641
$77K 0.01%
12,900
+1,800
642
$77K 0.01%
+10,179
643
$72K ﹤0.01%
20,000
-12,000
644
$63K ﹤0.01%
+1,026
645
$49K ﹤0.01%
+1,000
646
$39K ﹤0.01%
+158
647
$34K ﹤0.01%
16,936
+600
648
$23K ﹤0.01%
+10,806
649
$23K ﹤0.01%
15,700
650
$16K ﹤0.01%
2,424
24 25
26
27 28