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
$511M
AUM Growth
-$230M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.3M
3
+$9.83M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.92M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.89M

Top Sells

1
+$30.2M
2
+$9.28M
3
+$6.84M
4
ROK icon
Rockwell Automation
ROK
+$6.08M
5
BKNG icon
Booking.com
BKNG
+$4.97M

Sector Composition

1 Technology 10.91%
2 Healthcare 9.13%
3 Financials 6.59%
4 Industrials 6.23%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.76M 0.54%
11,432
-976
52
$2.75M 0.54%
62,181
+2,892
53
$2.74M 0.54%
14,401
-3,105
54
$2.71M 0.53%
26,466
+11,020
55
$2.6M 0.51%
43,750
+1,311
56
$2.56M 0.5%
17,142
+2,583
57
$2.56M 0.5%
27,357
-9
58
$2.5M 0.49%
37,997
-38,165
59
$2.49M 0.49%
17,272
+14,736
60
$2.45M 0.48%
17,216
-9,832
61
$2.35M 0.46%
49,137
+44,102
62
$2.27M 0.44%
27,529
+1,196
63
$2.24M 0.44%
22,399
-2,248
64
$2.2M 0.43%
13,293
+5,020
65
$2.13M 0.42%
26,609
+1,072
66
$2.12M 0.42%
17,460
-1,502
67
$2.12M 0.42%
96,293
+20,064
68
$2.11M 0.41%
9,631
+1,771
69
$2.1M 0.41%
37,314
+1,088
70
$2.08M 0.41%
21,317
-922
71
$1.99M 0.39%
56,846
+9,663
72
$1.95M 0.38%
57,464
+698
73
$1.94M 0.38%
39,664
+2,055
74
$1.93M 0.38%
16,908
+1,142
75
$1.92M 0.38%
23,353
-2,200
1 2
3
4 5