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IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
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
+$33.1M
2
+$14.8M
3
+$10.4M
4
AVGO icon
Broadcom
AVGO
+$7.68M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.78M

Top Sells

1
+$18M
2
+$13.3M
3
+$11.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.81M

Sector Composition

1 Technology 10.44%
2 Financials 5.61%
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
701
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-8,003
702
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-2,919
703
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-12,454
704
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-5,909
705
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-15,430
706
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707
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-5,043
708
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-7,333
709
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-34,210
710
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-1,914
711
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-9,084
712
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-12,800
713
– –
-91,023
714
– –
-12,000
715
– –
-1,519
716
– –
-58,300
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