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
201
$443K 0.09%
6,347
+1,270
202
$443K 0.09%
7,991
-75,096
203
$440K 0.09%
9,198
-26,420
204
$436K 0.09%
2,965
+256
205
$435K 0.09%
8,643
-9,513
206
$435K 0.09%
7,981
-781
207
$429K 0.08%
+40,400
208
$425K 0.08%
2,453
-39
209
$424K 0.08%
24,212
+10,004
210
$414K 0.08%
12,131
-6,025
211
$413K 0.08%
5,778
+2,063
212
$413K 0.08%
2,930
-24,836
213
$405K 0.08%
10,466
+4,249
214
$404K 0.08%
13,151
215
$403K 0.08%
4,508
-3,229
216
$401K 0.08%
15,916
217
$392K 0.08%
4,872
-797
218
$391K 0.08%
+12,725
219
$390K 0.08%
4,708
-1,054
220
$387K 0.08%
84,159
+72,350
221
$387K 0.08%
6,159
-36
222
$386K 0.08%
1,237
-47
223
$377K 0.07%
3,553
-2,131
224
$371K 0.07%
8,023
+3,534
225
$370K 0.07%
6,581
-3,053
7 8
9
10 11