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
$1.71B
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
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702
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704
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705
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706
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707
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708
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709
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710
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711
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712
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713
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-34,210
714
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-1,914
715
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-9,084
716
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-12,800
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