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
126
$3.52M 0.23%
27,651
-30,093
127
$3.48M 0.23%
66,310
-381
128
$3.48M 0.23%
27,160
+1,372
129
$3.46M 0.23%
12,352
+673
130
$3.4M 0.22%
206,473
+20,868
131
$3.4M 0.22%
56,407
+3,504
132
$3.37M 0.22%
12,129
-2,194
133
$3.32M 0.22%
68,410
-90,470
134
$3.22M 0.21%
22,396
-3,555
135
$3.2M 0.21%
+84,362
136
$3.17M 0.21%
23,216
+1,000
137
$3.16M 0.21%
212,172
+192
138
$3.06M 0.2%
17,528
+755
139
$3.05M 0.2%
33,438
+1,425
140
$3.02M 0.2%
114,511
+2,448
141
$2.99M 0.19%
96,085
+4,383
142
$2.98M 0.19%
27,800
-127
143
$2.97M 0.19%
+56,824
144
$2.96M 0.19%
31,323
-248
145
$2.89M 0.19%
84,960
+1,120
146
$2.88M 0.19%
52,003
-201,194
147
$2.86M 0.19%
7,823
+1,286
148
$2.86M 0.19%
32,711
-36
149
$2.84M 0.18%
82,243
+405
150
$2.79M 0.18%
4,251
-395
4 5
6
7 8