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
$1.36B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$18.9M
3
+$11.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.4M
5
RMO
Romeo Power, Inc.
RMO
+$10.6M

Top Sells

1
+$6.42M
2
+$5.14M
3
+$4.98M
4
STLD icon
Steel Dynamics
STLD
+$3.35M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.32M

Sector Composition

1 Technology 10.62%
2 Real Estate 7.33%
3 Consumer Discretionary 6.9%
4 Industrials 5.89%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$991K 0.07%
30,132
-764
227
$987K 0.07%
17,277
+1,961
228
$983K 0.07%
57,087
-14,106
229
$959K 0.07%
4,902
+38
230
$949K 0.07%
14,071
+1,279
231
$944K 0.07%
15,760
-3,395
232
$927K 0.07%
117,500
+101,600
233
$927K 0.07%
9,746
+2,822
234
$923K 0.07%
19,945
-3,573
235
$915K 0.07%
3,182
-10,498
236
$897K 0.07%
26,088
237
$897K 0.07%
11,314
+1,308
238
$887K 0.07%
26,316
+18,367
239
$882K 0.06%
25,042
+12,026
240
$874K 0.06%
3,579
+104
241
$874K 0.06%
+5,063
242
$864K 0.06%
579
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243
$864K 0.06%
+11,849
244
$864K 0.06%
1,951
+143
245
$861K 0.06%
19,984
-3,922
246
$858K 0.06%
4,159
+285
247
$858K 0.06%
1,620
-45
248
$855K 0.06%
58,302
+38,752
249
$852K 0.06%
8,602
+543
250
$851K 0.06%
1,180
+41
8 9
10
11 12