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
$1.51B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.4M
3
+$12.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.22M

Top Sells

1
+$10.7M
2
+$8.66M
3
+$7.63M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.7M
5
MS icon
Morgan Stanley
MS
+$4.23M

Sector Composition

1 Technology 10.71%
2 Real Estate 6.76%
3 Consumer Discretionary 6.46%
4 Financials 5.45%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.2M 0.08%
35,935
+9,619
227
$1.19M 0.08%
4,246
+697
228
$1.17M 0.08%
15,869
-293
229
$1.17M 0.08%
20,577
-2,207
230
$1.17M 0.08%
25,725
+3,075
231
$1.17M 0.08%
5,637
-12,045
232
$1.16M 0.08%
88,826
+30,524
233
$1.16M 0.08%
33,169
+8,127
234
$1.15M 0.08%
7,095
-4,519
235
$1.1M 0.07%
9,362
+3,080
236
$1.1M 0.07%
2,287
+975
237
$1.08M 0.07%
9,709
+1,252
238
$1.08M 0.07%
1,488
+308
239
$1.08M 0.07%
17,452
-1,545
240
$1.07M 0.07%
7,675
-6
241
$1.07M 0.07%
61,854
+47,526
242
$1.07M 0.07%
7,285
-16,621
243
$1.06M 0.07%
23,097
+3,152
244
$1.06M 0.07%
+38,595
245
$1.05M 0.07%
8,168
+3,616
246
$1.04M 0.07%
1,671
+493
247
$1.04M 0.07%
+50,000
248
$1.03M 0.07%
6,282
+856
249
$1.03M 0.07%
26,269
+17,116
250
$1.03M 0.07%
43,415
-604
8 9
10
11 12