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
$1.71B
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
716
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$15.9M
3
+$10.4M
4
AVGO icon
Broadcom
AVGO
+$8.15M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$6.6M

Top Sells

1
+$18M
2
+$13.4M
3
+$10.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.8M
5
VTI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.52M 0.44%
41,637
+29,375
52
$7.44M 0.44%
26,804
+903
53
$7.36M 0.43%
153,141
+34,252
54
$7.21M 0.42%
188,311
+140,403
55
$7.06M 0.41%
31,012
-39,163
56
$6.92M 0.41%
103,188
+5,070
57
$6.75M 0.4%
31,467
+1,133
58
$6.63M 0.39%
173,159
-52,053
59
$6.53M 0.38%
26,117
+1,627
60
$6.52M 0.38%
18,242
+3,881
61
$6.49M 0.38%
77,857
-5,132
62
$6.34M 0.37%
28,500
+66
63
$6.33M 0.37%
124,200
+73,847
64
$6.32M 0.37%
30,786
+8,102
65
$6.22M 0.36%
62,810
+1,817
66
$6.08M 0.36%
98,014
+71,598
67
$5.96M 0.35%
13,496
+251
68
$5.76M 0.34%
56,853
+10,590
69
$5.75M 0.34%
307,544
+21,240
70
$5.74M 0.34%
81,223
+69,231
71
$5.61M 0.33%
80,680
-1,830
72
$5.47M 0.32%
121,716
+93,246
73
$5.43M 0.32%
35,533
+1,263
74
$5.21M 0.31%
10,214
-6,896
75
$5.21M 0.31%
70,758
-9,455
1 2
3
4 5