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
101
$1.49M 0.29%
13,565
+188
102
$1.48M 0.29%
11,415
+7,856
103
$1.47M 0.29%
12,223
-64
104
$1.44M 0.28%
18,260
+969
105
$1.44M 0.28%
34,074
+4,447
106
$1.42M 0.28%
14,744
-12,311
107
$1.42M 0.28%
66,017
+8,837
108
$1.4M 0.27%
9,501
+940
109
$1.39M 0.27%
65,385
-1,419
110
$1.39M 0.27%
50,760
+774
111
$1.37M 0.27%
5,788
-5,092
112
$1.35M 0.26%
35,470
+5,097
113
$1.34M 0.26%
+58,437
114
$1.29M 0.25%
56,157
+10,339
115
$1.29M 0.25%
8,723
-200
116
$1.29M 0.25%
14,448
-118
117
$1.26M 0.25%
48,650
+13,300
118
$1.22M 0.24%
12,579
-47,219
119
$1.2M 0.24%
15,418
-335
120
$1.18M 0.23%
9,571
-23,570
121
$1.18M 0.23%
31,197
-3,168
122
$1.17M 0.23%
16,265
-48
123
$1.16M 0.23%
+19,270
124
$1.15M 0.22%
27,333
+15,930
125
$1.11M 0.22%
84,764
+16,533
3 4
5
6 7