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
126
$3.51M 0.21%
+51,422
127
$3.48M 0.2%
+185,605
128
$3.48M 0.2%
205,377
-50,445
129
$3.47M 0.2%
32,013
-241
130
$3.46M 0.2%
39,372
-369
131
$3.45M 0.2%
+70,608
132
$3.45M 0.2%
17,745
+3,995
133
$3.45M 0.2%
66,691
+2,921
134
$3.45M 0.2%
4,646
+564
135
$3.44M 0.2%
44,473
-184
136
$3.39M 0.2%
16,773
+4,569
137
$3.38M 0.2%
20,212
+779
138
$3.37M 0.2%
32,747
-4,609
139
$3.35M 0.2%
14,756
+12,248
140
$3.32M 0.19%
+56,289
141
$3.28M 0.19%
25,572
+8,371
142
$3.17M 0.19%
83,840
+3,800
143
$3.16M 0.19%
13,086
+10,796
144
$3.12M 0.18%
27,927
+1,912
145
$3.11M 0.18%
81,838
-275
146
$3.11M 0.18%
+112,063
147
$3.09M 0.18%
37,508
-6,594
148
$3.05M 0.18%
+55,517
149
$3.01M 0.18%
6,133
+2,991
150
$3M 0.18%
+56,175
4 5
6
7 8