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
101
$4.26M 0.25%
33,591
-391
102
$4.25M 0.25%
16,938
-12,422
103
$4.25M 0.25%
22,216
+1,264
104
$4.17M 0.24%
51,094
+47,878
105
$4.16M 0.24%
88,378
+10,707
106
$4.16M 0.24%
60,050
-222
107
$4.15M 0.24%
+75,913
108
$4.1M 0.24%
32,946
+25,772
109
$4.06M 0.24%
17,075
+1,126
110
$4.04M 0.24%
110,975
-596
111
$4.04M 0.24%
18,220
-426
112
$3.96M 0.23%
25,951
+9,364
113
$3.92M 0.23%
20,783
-519
114
$3.82M 0.22%
55,147
+4,238
115
$3.81M 0.22%
211,980
+8,358
116
$3.78M 0.22%
91,702
+10,182
117
$3.76M 0.22%
34,408
+23,604
118
$3.75M 0.22%
36,498
-318
119
$3.71M 0.22%
26,702
+24,229
120
$3.65M 0.21%
15,112
+917
121
$3.63M 0.21%
+50,261
122
$3.62M 0.21%
66,540
+61,542
123
$3.62M 0.21%
99,363
+450
124
$3.56M 0.21%
+125,038
125
$3.52M 0.21%
11,679
+305
3 4
5
6 7