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
151
$2.99M 0.18%
10,939
-13,803
152
$2.99M 0.18%
77,897
+8,318
153
$2.98M 0.18%
14,067
+703
154
$2.98M 0.17%
6,537
-1,872
155
$2.91M 0.17%
+84,718
156
$2.9M 0.17%
33,193
+8,186
157
$2.9M 0.17%
15,669
-17,194
158
$2.88M 0.17%
28,508
+15,941
159
$2.86M 0.17%
33,243
+225
160
$2.85M 0.17%
34,765
+955
161
$2.84M 0.17%
24,022
-5,971
162
$2.83M 0.17%
82,592
+4,123
163
$2.75M 0.16%
28,179
+7,118
164
$2.73M 0.16%
36,542
+8,499
165
$2.71M 0.16%
+53,565
166
$2.69M 0.16%
141,392
+90,742
167
$2.69M 0.16%
29,365
-1,972
168
$2.67M 0.16%
41,584
+2,340
169
$2.64M 0.15%
21,805
-10,636
170
$2.53M 0.15%
69,702
+62
171
$2.53M 0.15%
9,631
172
$2.49M 0.15%
13,267
+7,742
173
$2.41M 0.14%
23,883
+11,336
174
$2.39M 0.14%
+48,131
175
$2.29M 0.13%
46,059
+1,962
5 6
7
8 9