IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$912M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$4.52M
3
+$3.71M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.4M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.21M

Top Sells

1
+$8.21M
2
+$6.42M
3
+$4.43M
4
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$4.19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4M

Sector Composition

1 Technology 10.57%
2 Financials 6.61%
3 Consumer Discretionary 6.29%
4 Healthcare 6.27%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$775K 0.09%
8,455
-68
227
$767K 0.08%
10,445
-6,053
228
$766K 0.08%
17,500
-2,580
229
$755K 0.08%
3,396
+734
230
$753K 0.08%
11,027
+1,094
231
$752K 0.08%
8,481
+2,852
232
$751K 0.08%
7,932
-1,388
233
$751K 0.08%
+28
234
$742K 0.08%
+20,463
235
$740K 0.08%
+52,471
236
$737K 0.08%
10,301
-1,599
237
$733K 0.08%
11,483
+667
238
$718K 0.08%
22,172
239
$690K 0.08%
3,911
+481
240
$689K 0.08%
16,700
+6,550
241
$681K 0.07%
+26,648
242
$672K 0.07%
81,598
+10,000
243
$665K 0.07%
5,682
+3,698
244
$661K 0.07%
2,427
-31
245
$655K 0.07%
4,115
-12,629
246
$654K 0.07%
12,143
+9,580
247
$654K 0.07%
6,260
+123
248
$651K 0.07%
14,654
-202
249
$647K 0.07%
1,175
-131
250
$645K 0.07%
2,811
-142
8 9
10
11 12