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
1
$59.4M 3.48%
130,894
-5,598
2
$46.9M 2.75%
2,217,596
-92,774
3
$43.6M 2.56%
249,937
+24,173
4
$31.6M 1.85%
1,201,170
-116,238
5
$31.3M 1.84%
+835,759
6
$25.1M 1.47%
69,218
+2,925
7
$24.9M 1.46%
152,720
+17,080
8
$24.8M 1.45%
80,321
-3,393
9
$24.3M 1.42%
452,715
+77,075
10
$24.3M 1.42%
53,771
+7,821
11
$21.9M 1.29%
287,119
+71,708
12
$20.2M 1.19%
145,440
+16,600
13
$18.2M 1.07%
667,640
+45,700
14
$17.9M 1.05%
110,258
-23,359
15
$16.8M 0.99%
161,071
+4,106
16
$16.5M 0.97%
293,277
+87,527
17
$16.2M 0.95%
217,687
+213,245
18
$15.5M 0.91%
253,197
+20,900
19
$15.5M 0.91%
1,224,040
+40
20
$14.9M 0.87%
135,841
-98,815
21
$14.8M 0.87%
41,184
+2,214
22
$14.7M 0.86%
137,113
+61,616
23
$14.5M 0.85%
65,200
+1,511
24
$14.3M 0.84%
34,409
-25,916
25
$13.2M 0.78%
555,957
+957
1
2 3 4 5