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
201
$1.74M 0.11%
+26,644
202
$1.74M 0.11%
25,946
-2,664
203
$1.73M 0.11%
8,109
-2,830
204
$1.72M 0.11%
7,725
+1,949
205
$1.7M 0.11%
5,516
+147
206
$1.65M 0.11%
32,926
-264
207
$1.64M 0.11%
45,556
-1,480
208
$1.63M 0.11%
22,604
+1,156
209
$1.63M 0.11%
33,922
-86
210
$1.63M 0.11%
18,130
+719
211
$1.61M 0.1%
62,599
+13,878
212
$1.61M 0.1%
56,800
+3,413
213
$1.6M 0.1%
82,065
-4,807
214
$1.6M 0.1%
31,993
+36
215
$1.59M 0.1%
32,846
-6,905
216
$1.57M 0.1%
2,898
-431
217
$1.55M 0.1%
39,985
+840
218
$1.55M 0.1%
8,823
+46
219
$1.52M 0.1%
88,076
-53,316
220
$1.51M 0.1%
15,879
+176
221
$1.49M 0.1%
8,471
-457
222
$1.49M 0.1%
72,475
-367
223
$1.49M 0.1%
330,790
+26,700
224
$1.47M 0.1%
12,377
+2,537
225
$1.44M 0.09%
24,862
+12,213
7 8
9
10 11