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
76
$5.16M 0.3%
110,279
+18,203
77
$5.12M 0.3%
77,250
+1,806
78
$5.12M 0.3%
20,712
+1,962
79
$5.11M 0.3%
47,240
+1,126
80
$5.04M 0.3%
+301,394
81
$4.98M 0.29%
210,430
+17,314
82
$4.85M 0.28%
194,405
+10,795
83
$4.83M 0.28%
14,323
+8,013
84
$4.8M 0.28%
61,516
+1,655
85
$4.77M 0.28%
590,540
+23,451
86
$4.71M 0.28%
52,903
-193
87
$4.63M 0.27%
125,382
+37,309
88
$4.62M 0.27%
+38,771
89
$4.61M 0.27%
8,010
+3,488
90
$4.6M 0.27%
+63,799
91
$4.6M 0.27%
82,547
-48,258
92
$4.54M 0.27%
19,109
+1,710
93
$4.47M 0.26%
+81,352
94
$4.39M 0.26%
31,460
-2,440
95
$4.35M 0.26%
25,788
-243
96
$4.33M 0.25%
31,571
+12,550
97
$4.33M 0.25%
21,101
+19,644
98
$4.31M 0.25%
43,190
-2,097
99
$4.31M 0.25%
21,598
+4,944
100
$4.28M 0.25%
80,163
+25,373
2 3
4
5 6