IAN

Integrated Advisors Network Portfolio holdings

AUM $2.26B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
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
+$12.1M
2
+$8.91M
3
+$7.39M
4
MRK icon
Merck
MRK
+$5.96M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.23M

Top Sells

1
+$17.6M
2
+$11.9M
3
+$11.6M
4
AVGO icon
Broadcom
AVGO
+$5.08M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.7M

Sector Composition

1 Technology 9.67%
2 Healthcare 7.08%
3 Financials 5.81%
4 Industrials 4.94%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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0
652
$10K ﹤0.01%
11,330
653
$9K ﹤0.01%
333
-250
654
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-158,000
655
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-4,773
656
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-5,950
657
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658
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659
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660
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661
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662
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-5,638
663
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-66,819
664
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-3,390
665
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-17,227
666
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-10,054
667
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-1,456
668
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-80,084
669
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-4,725
670
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671
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-4,034
672
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-9,750
673
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-14,756
674
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-24,732
675
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-5,574
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