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
251
$640K 0.07%
10,939
+1,463
252
$639K 0.07%
2,092
+244
253
$635K 0.07%
111,250
+68,302
254
$605K 0.07%
9,821
+4,166
255
$598K 0.07%
8,725
+905
256
$595K 0.07%
7,792
-132
257
$592K 0.06%
113,143
-61,793
258
$592K 0.06%
3,872
+466
259
$589K 0.06%
6,451
+20
260
$574K 0.06%
3,452
+289
261
$573K 0.06%
8,265
-148
262
$573K 0.06%
1,565
263
$571K 0.06%
5,388
-414
264
$570K 0.06%
7,920
-1,997
265
$568K 0.06%
+2,112
266
$568K 0.06%
11,117
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267
$565K 0.06%
22,500
-10,900
268
$564K 0.06%
5,401
-422
269
$554K 0.06%
2,082
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270
$552K 0.06%
2,611
+19
271
$550K 0.06%
8,047
+352
272
$543K 0.06%
4,619
+1,590
273
$543K 0.06%
7,039
+371
274
$542K 0.06%
87,105
-49,172
275
$537K 0.06%
9,219
+690
9 10
11
12 13