IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
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
+$33.1M
2
+$14.8M
3
+$10.4M
4
AVGO icon
Broadcom
AVGO
+$7.68M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.78M

Top Sells

1
+$18M
2
+$13.3M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.81M

Sector Composition

1 Technology 10.44%
2 Financials 5.61%
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
651
$36K ﹤0.01%
1,047
652
– –
0
653
$31K ﹤0.01%
+75,000
654
$22K ﹤0.01%
583
655
$3K ﹤0.01%
333
656
– –
-91,023
657
– –
-12,000
658
– –
-2,026
659
– –
-600,664
660
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-5,764
661
– –
-10,000
662
– –
-1,472
663
– –
-40,000
664
– –
-1,860
665
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-11,701
666
– –
-12,800
667
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-9,084
668
– –
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669
– –
-34,210
670
– –
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671
– –
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672
– –
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673
– –
-5,043
674
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675
– –
-15,430
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