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
176
$565K 0.11%
27,322
+3,100
177
$550K 0.11%
18,251
-281
178
$550K 0.11%
19,153
-2,762
179
$546K 0.11%
11,820
+1,900
180
$541K 0.11%
3,454
+1,553
181
$534K 0.1%
44,531
-1,009
182
$531K 0.1%
4,324
+361
183
$529K 0.1%
14,699
+2,985
184
$526K 0.1%
18,290
+1,322
185
$511K 0.1%
8,500
-160
186
$490K 0.1%
6,141
+2,462
187
$489K 0.1%
21,602
+3,263
188
$488K 0.1%
47,863
+13,439
189
$487K 0.1%
5,088
-8,963
190
$487K 0.1%
+1,050
191
$486K 0.1%
16,058
+864
192
$483K 0.09%
5,543
-536
193
$480K 0.09%
5,574
-14,541
194
$466K 0.09%
2,823
-254
195
$466K 0.09%
+21,800
196
$462K 0.09%
+3,200
197
$462K 0.09%
6,045
+2,190
198
$457K 0.09%
12,099
+919
199
$453K 0.09%
15,598
-31,107
200
$444K 0.09%
+4,101
6 7
8
9 10