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
176
$2.13M 0.14%
+62,920
177
$2.09M 0.14%
9,631
178
$2.06M 0.13%
25,875
-98
179
$2.06M 0.13%
26,933
-7,475
180
$2.02M 0.13%
+10,449
181
$2.02M 0.13%
24,075
+192
182
$1.99M 0.13%
38,309
+1,811
183
$1.95M 0.13%
69,942
+506
184
$1.94M 0.13%
26,376
+1,157
185
$1.92M 0.13%
3,984
-2,149
186
$1.92M 0.12%
94,490
+40,946
187
$1.91M 0.12%
22,403
-753
188
$1.89M 0.12%
18,470
+2,365
189
$1.87M 0.12%
21,250
+995
190
$1.86M 0.12%
30,686
-2,670
191
$1.84M 0.12%
36,449
+630
192
$1.84M 0.12%
39,229
+6,627
193
$1.82M 0.12%
47,557
+3,084
194
$1.82M 0.12%
93,723
+568
195
$1.81M 0.12%
13,181
-2,488
196
$1.78M 0.12%
67,040
+8,675
197
$1.78M 0.12%
18,729
+11,268
198
$1.77M 0.12%
27,738
-8,804
199
$1.76M 0.11%
+28,703
200
$1.74M 0.11%
12,344
-1,723
6 7
8
9 10