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
76
$5.17M 0.34%
29,761
+12,016
77
$5.16M 0.34%
163,907
-9,252
78
$5.04M 0.33%
347,548
+40,004
79
$4.99M 0.32%
16,794
+13,508
80
$4.94M 0.32%
94,546
+13,194
81
$4.91M 0.32%
142,603
-45,708
82
$4.9M 0.32%
64,303
+2,787
83
$4.9M 0.32%
83,254
+2,574
84
$4.89M 0.32%
164,221
+39,183
85
$4.86M 0.32%
42,796
+38,635
86
$4.82M 0.31%
22,130
+532
87
$4.76M 0.31%
+53,204
88
$4.72M 0.31%
37,465
+33,028
89
$4.72M 0.31%
86,666
+20,126
90
$4.71M 0.31%
66,640
+2,841
91
$4.61M 0.3%
+233,166
92
$4.6M 0.3%
104,370
+15,992
93
$4.6M 0.3%
44,969
+35,047
94
$4.58M 0.3%
54,632
-2,221
95
$4.58M 0.3%
41,421
+2,650
96
$4.55M 0.3%
53,756
+2,662
97
$4.43M 0.29%
48,147
+907
98
$4.42M 0.29%
206,293
+11,888
99
$4.35M 0.28%
22,494
+1,393
100
$4.35M 0.28%
223,174
+12,744
2 3
4
5 6