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
76
$1.9M 0.37%
54,345
-17,730
77
$1.89M 0.37%
11,718
-6,218
78
$1.88M 0.37%
18,285
+806
79
$1.88M 0.37%
23,178
+218
80
$1.85M 0.36%
5,810
-3,244
81
$1.84M 0.36%
13,754
-4,945
82
$1.83M 0.36%
105,656
+10,974
83
$1.81M 0.36%
17,543
-605
84
$1.79M 0.35%
56,962
+3,226
85
$1.74M 0.34%
14,765
+630
86
$1.73M 0.34%
25,188
+1,369
87
$1.7M 0.33%
75,201
+10,926
88
$1.69M 0.33%
2,699
+242
89
$1.66M 0.32%
53,470
+7,718
90
$1.61M 0.32%
38,707
+1,721
91
$1.59M 0.31%
27,280
+2,120
92
$1.56M 0.31%
16,348
-841
93
$1.55M 0.3%
9,517
-1,243
94
$1.55M 0.3%
26,892
-5,848
95
$1.55M 0.3%
32,961
+2,126
96
$1.54M 0.3%
18,011
+903
97
$1.53M 0.3%
+31,700
98
$1.53M 0.3%
32,787
+1,359
99
$1.51M 0.3%
33,135
-9,490
100
$1.49M 0.29%
10,559
-1,934
2 3
4
5 6