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
176
$2.27M 0.13%
9,077
+4,085
177
$2.23M 0.13%
+80,084
178
$2.23M 0.13%
33,448
+2,976
179
$2.22M 0.13%
25,219
-186
180
$2.21M 0.13%
25,973
-1,509
181
$2.2M 0.13%
23,156
-55,998
182
$2.19M 0.13%
33,356
-2,816
183
$2.18M 0.13%
35,819
+4,427
184
$2.18M 0.13%
23,933
+2,535
185
$2.17M 0.13%
28,610
-176,948
186
$2.17M 0.13%
58,826
+22,468
187
$2.17M 0.13%
16,105
+1,735
188
$2.15M 0.13%
20,255
+9,105
189
$2.13M 0.13%
19,351
+8,610
190
$2.13M 0.12%
93,155
-2,346
191
$2.12M 0.12%
35,551
-2,029
192
$2.11M 0.12%
69,436
+5,836
193
$1.98M 0.12%
39,821
+7,994
194
$1.97M 0.12%
3,329
-269
195
$1.96M 0.12%
39,585
-905
196
$1.96M 0.11%
8,777
-352
197
$1.95M 0.11%
39,751
-6,707
198
$1.94M 0.11%
1,303,748
-2,000
199
$1.91M 0.11%
58,365
+51,800
200
$1.9M 0.11%
8,928
-637
6 7
8
9 10