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
251
$849K 0.06%
2,406
-34
252
$848K 0.06%
3,477
+1,912
253
$843K 0.06%
16,264
+745
254
$833K 0.06%
8,245
-178
255
$833K 0.06%
56,497
+59
256
$832K 0.06%
9,917
+1,602
257
$830K 0.06%
8,692
+992
258
$828K 0.06%
11,795
+784
259
$828K 0.06%
18,289
-211
260
$828K 0.06%
4,509
-768
261
$825K 0.06%
7,234
+3,447
262
$824K 0.06%
16,386
-715
263
$815K 0.06%
3,365
+171
264
$814K 0.06%
+35,936
265
$808K 0.06%
9,330
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266
$795K 0.06%
13,139
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267
$792K 0.06%
6,657
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268
$791K 0.06%
14,502
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269
$788K 0.06%
10,438
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270
$784K 0.06%
10,873
+993
271
$778K 0.06%
15,103
+109
272
$768K 0.06%
5,479
+1,168
273
$768K 0.06%
6,282
+101
274
$764K 0.06%
14,279
-1,132
275
$761K 0.06%
8,127
+402
9 10
11
12 13