IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
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
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
– –
-5,648
657
– –
-2,544
658
– –
-8,003
659
– –
-2,919
660
– –
-12,454
661
– –
-5,909
662
– –
-15,430
663
– –
-1,330
664
– –
-5,043
665
– –
-7,333
666
– –
-1,519
667
– –
-58,300
668
– –
-34,210
669
– –
-1,914
670
– –
-2,521
671
– –
-37,574
672
– –
-64,818
673
– –
-1,739
674
– –
-22,300
675
– –
-5,063
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