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
151
$2.77M 0.18%
29,862
+1,354
152
$2.77M 0.18%
25,445
+1,423
153
$2.71M 0.18%
81,252
-3,466
154
$2.71M 0.18%
14,851
-16,616
155
$2.7M 0.18%
72,157
+32,572
156
$2.66M 0.17%
34,336
+15,795
157
$2.65M 0.17%
63,329
+3,279
158
$2.62M 0.17%
89,228
+6,636
159
$2.59M 0.17%
34,093
+900
160
$2.58M 0.17%
35,051
-2,457
161
$2.57M 0.17%
+49,215
162
$2.57M 0.17%
+19,659
163
$2.56M 0.17%
46,693
+5,109
164
$2.48M 0.16%
+8,422
165
$2.47M 0.16%
72,001
+13,175
166
$2.43M 0.16%
59,883
+13,824
167
$2.42M 0.16%
31,182
-3,583
168
$2.4M 0.16%
30,216
+13,087
169
$2.35M 0.15%
45,449
+9,898
170
$2.34M 0.15%
7,205
+614
171
$2.32M 0.15%
47,137
-994
172
$2.18M 0.14%
27,296
-5,947
173
$2.18M 0.14%
101,614
+34,530
174
$2.18M 0.14%
14,163
+4,738
175
$2.15M 0.14%
37,616
+4,168
5 6
7
8 9