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
651
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0
652
$10K ﹤0.01%
11,330
653
$9K ﹤0.01%
333
-250
654
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-4,019
655
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-8,672
656
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-5,950
657
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-25,543
658
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659
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660
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-5,638
661
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-66,819
662
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-3,390
663
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-17,227
664
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-10,054
665
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-1,456
666
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-80,084
667
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-4,725
668
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-70,608
669
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-4,034
670
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-9,750
671
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-14,756
672
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-24,732
673
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-5,574
674
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-3,390
675
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-7,297
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