IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
This Quarter Return
-10.5%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.54B
AUM Growth
+$1.54B
(-9.9%)
Cap. Flow
+$65.9M
Cap. Flow
% of AUM
4.29%
Top 10 Holdings %
Top 10 Hldgs %
17.46%
Holding
747
New
92
Increased
324
Reduced
217
Closed
91
Top Buys
| 1 |
iMGP DBi Managed Futures Strategy ETF
DBMF
|
$12.5M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.92M |
| 3 |
Cigna
CI
|
$7.56M |
| 4 |
Merck
MRK
|
$6.13M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$5.09M |
Top Sells
| 1 |
ProShares Short S&P500
SH
|
$18.8M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$11.2M |
| 3 |
JPMorgan Equity Premium Income ETF
JEPI
|
$11.2M |
| 4 |
Broadcom
AVGO
|
$4.39M |
| 5 |
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% |
