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
201
$1.89M 0.11%
26,339
-27,314
202
$1.89M 0.11%
6,591
-10,195
203
$1.87M 0.11%
6,562
+363
204
$1.87M 0.11%
12,539
+5,509
205
$1.86M 0.11%
5,369
-524
206
$1.86M 0.11%
304,090
+26,150
207
$1.85M 0.11%
40,510
+8,037
208
$1.84M 0.11%
+53,387
209
$1.84M 0.11%
86,872
+2,195
210
$1.84M 0.11%
31,476
+580
211
$1.84M 0.11%
22,429
+3,195
212
$1.84M 0.11%
31,957
+13,902
213
$1.83M 0.11%
34,008
+1,339
214
$1.83M 0.11%
17,345
+375
215
$1.83M 0.11%
+39,145
216
$1.81M 0.11%
47,036
+12,307
217
$1.81M 0.11%
87,980
+77,225
218
$1.78M 0.1%
11,280
+5,624
219
$1.75M 0.1%
69,036
-390
220
$1.74M 0.1%
17,411
+5,393
221
$1.73M 0.1%
9,425
-15,614
222
$1.72M 0.1%
34,636
-10,674
223
$1.7M 0.1%
33,190
-272
224
$1.68M 0.1%
17,129
+8,210
225
$1.67M 0.1%
12,287
+3,541
7 8
9
10 11