IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
This Quarter Return
-2.8%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.71B
AUM Growth
+$1.71B
(+0.59%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
6.7%
Top 10 Holdings %
Top 10 Hldgs %
19.71%
Holding
716
New
97
Increased
306
Reduced
230
Closed
61
Top Buys
| 1 |
ProShares UltraShort S&P500
SDS
|
$31.3M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$15.9M |
| 3 |
Vanguard International High Dividend Yield ETF
VYMI
|
$10.4M |
| 4 |
Broadcom
AVGO
|
$8.15M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$6.6M |
Top Sells
| 1 |
iShares Fallen Angels USD Bond ETF
FALN
|
$18M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$13.4M |
| 3 |
iShares National Muni Bond ETF
MUB
|
$10.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$10.8M |
| 5 |
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% |
