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
$1.09B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.5M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$9.14M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.4M

Top Sells

1
+$11.8M
2
+$9.57M
3
+$6.12M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.63M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.24M

Sector Composition

1 Technology 10.63%
2 Industrials 7.29%
3 Consumer Discretionary 6.74%
4 Financials 6.23%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$860K 0.08%
17,101
-249
227
$857K 0.08%
2,330
+5
228
$856K 0.08%
17,479
+874
229
$853K 0.08%
+42,090
230
$853K 0.08%
+42,102
231
$846K 0.08%
12,792
+1,765
232
$829K 0.08%
+14,951
233
$825K 0.08%
+73,586
234
$820K 0.07%
13,078
-1,099
235
$813K 0.07%
15,411
-24,897
236
$808K 0.07%
1,665
-972
237
$807K 0.07%
5,277
-1,096
238
$806K 0.07%
+574
239
$804K 0.07%
15,519
+195
240
$795K 0.07%
56,438
+3,967
241
$774K 0.07%
6,354
-7,928
242
$765K 0.07%
8,423
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243
$758K 0.07%
1,808
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244
$756K 0.07%
7,266
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245
$744K 0.07%
10,200
-245
246
$744K 0.07%
3,691
+1,625
247
$740K 0.07%
10,006
+1,281
248
$740K 0.07%
10,613
+3,241
249
$738K 0.07%
3,874
+2,090
250
$736K 0.07%
3,475
+1,471
8 9
10
11 12