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
251
$736K 0.07%
22,172
252
$730K 0.07%
6,181
+793
253
$724K 0.07%
+13,565
254
$723K 0.07%
18,500
+4,403
255
$722K 0.07%
8,831
+3,146
256
$718K 0.07%
13,683
+7,427
257
$716K 0.07%
7,700
+3,907
258
$715K 0.07%
8,059
+1,868
259
$711K 0.07%
7,725
+3,415
260
$709K 0.06%
+17,774
261
$708K 0.06%
14,994
+340
262
$703K 0.06%
+1,139
263
$695K 0.06%
6,254
-6
264
$693K 0.06%
8,067
+275
265
$692K 0.06%
14,876
+7,525
266
$687K 0.06%
8,996
-1,305
267
$685K 0.06%
10,469
+3,096
268
$682K 0.06%
5,727
+2,867
269
$679K 0.06%
6,305
+2,881
270
$677K 0.06%
10,886
+3,089
271
$676K 0.06%
10,455
+1,236
272
$674K 0.06%
11,011
+6,155
273
$669K 0.06%
8,522
+67
274
$668K 0.06%
9,880
+5,082
275
$663K 0.06%
+27,286
9 10
11
12 13