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
101
$4.34M 0.28%
137,889
+12,507
102
$4.32M 0.28%
326,012
+24,618
103
$4.3M 0.28%
50,258
-45,876
104
$4.29M 0.28%
21,801
+2,692
105
$4.18M 0.27%
66,862
-3,896
106
$4.11M 0.27%
86,332
+6,169
107
$4.1M 0.27%
+33,755
108
$4.08M 0.27%
31,919
-3,614
109
$4.07M 0.26%
52,859
-56,888
110
$4.06M 0.26%
36,895
+17,544
111
$4.04M 0.26%
52,911
+28,978
112
$4.04M 0.26%
17,960
+12,297
113
$4.01M 0.26%
28,432
+1,730
114
$3.93M 0.26%
94,449
-27,267
115
$3.88M 0.25%
18,965
+1,890
116
$3.8M 0.25%
42,013
+2,641
117
$3.73M 0.24%
54,590
-557
118
$3.71M 0.24%
21,553
+770
119
$3.69M 0.24%
15,181
+69
120
$3.69M 0.24%
78,643
+2,730
121
$3.65M 0.24%
22,636
-5,864
122
$3.62M 0.24%
59,636
+3,347
123
$3.57M 0.23%
21,396
+1,184
124
$3.56M 0.23%
32,520
+1,060
125
$3.54M 0.23%
54,219
+2,797
3 4
5
6 7