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
126
$1.06M 0.21%
+19,013
127
$1.04M 0.2%
31,155
+525
128
$1.01M 0.2%
23,483
+503
129
$1.01M 0.2%
17,613
+4,340
130
$1M 0.2%
7,522
+695
131
$1M 0.2%
77,728
+9,072
132
$998K 0.2%
3,499
+819
133
$997K 0.2%
97,674
-2,640
134
$986K 0.19%
70,131
+11,817
135
$983K 0.19%
9,928
-3,054
136
$964K 0.19%
40,812
+2,116
137
$960K 0.19%
11,946
+9,422
138
$951K 0.19%
8,306
-2,138
139
$939K 0.18%
7,136
+1,068
140
$928K 0.18%
11,217
+2,861
141
$923K 0.18%
14,870
+1,715
142
$921K 0.18%
12,319
+5,359
143
$902K 0.18%
10,000
+1,799
144
$861K 0.17%
45,674
+1,565
145
$859K 0.17%
7,970
-222
146
$825K 0.16%
2,196
-5,155
147
$809K 0.16%
24,280
+3,532
148
$800K 0.16%
80,368
+11,600
149
$796K 0.16%
+80,062
150
$783K 0.15%
5,361
-3,712
4 5
6
7 8