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
$1.54B
AUM Growth
-$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.92M
3
+$7.56M
4
MRK icon
Merck
MRK
+$6.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$5.09M

Top Sells

1
+$18.8M
2
+$11.2M
3
+$11.2M
4
AVGO icon
Broadcom
AVGO
+$4.39M
5
BMY icon
Bristol-Myers Squibb
BMY
+$4.38M

Sector Composition

1 Technology 9.68%
2 Healthcare 7.08%
3 Financials 5.8%
4 Industrials 4.94%
5 Consumer Discretionary 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.54M 0.43%
71,718
+38,127
52
$6.53M 0.43%
23,933
+2,596
53
$6.42M 0.42%
32,607
+14,387
54
$6.41M 0.42%
157,020
+3,879
55
$6.36M 0.41%
102,634
-554
56
$6.22M 0.4%
145,871
+63,324
57
$6.13M 0.4%
63,820
+1,010
58
$6.12M 0.4%
291,793
+201,245
59
$6.07M 0.4%
73,332
-4,525
60
$6M 0.39%
31,809
+797
61
$5.97M 0.39%
950,946
+360,406
62
$5.96M 0.39%
117,334
-6,866
63
$5.94M 0.39%
13,812
+316
64
$5.84M 0.38%
26,690
-114
65
$5.65M 0.37%
33,347
+2,561
66
$5.63M 0.37%
47,801
+22,229
67
$5.52M 0.36%
17,510
-732
68
$5.52M 0.36%
32,772
-8,865
69
$5.52M 0.36%
26,557
+440
70
$5.45M 0.35%
47,798
-18,319
71
$5.39M 0.35%
22,194
+667
72
$5.35M 0.35%
21,668
+956
73
$5.33M 0.35%
84,812
-13,202
74
$5.33M 0.35%
37,754
+27,064
75
$5.24M 0.34%
79,245
+1,995
1 2
3
4 5