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
$1.54B
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
651
– –
0
652
$10K ﹤0.01%
11,330
653
$9K ﹤0.01%
333
-250
654
– –
-97,192
655
– –
-77,897
656
– –
-4,962
657
– –
-12,581
658
– –
-3,436
659
– –
-10,038
660
– –
-23,456
661
– –
-158,000
662
– –
-1,683
663
– –
-3,550
664
– –
-7,500
665
– –
-2,614
666
– –
-13,648
667
– –
-6,280
668
– –
-29,726
669
– –
-10,600
670
– –
-50,688
671
– –
-23,470
672
– –
-10,003
673
– –
-333
674
– –
-4,019
675
– –
-8,672
25 26
27
28 29