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
251
$1.03M 0.07%
7,739
+2,260
252
$1.03M 0.07%
15,549
+1,478
253
$1.02M 0.07%
8,415
+5,129
254
$1.01M 0.07%
596
+17
255
$1M 0.07%
17,614
+337
256
$1M 0.07%
12,811
+1,497
257
$990K 0.07%
9,037
+910
258
$977K 0.06%
23,728
+10,661
259
$976K 0.06%
2,913
+507
260
$976K 0.06%
28,311
+4,656
261
$973K 0.06%
29,196
+27
262
$971K 0.06%
10,524
+1,194
263
$971K 0.06%
4,752
+593
264
$965K 0.06%
56,466
-621
265
$957K 0.06%
46,606
+10,256
266
$949K 0.06%
8,466
+3,641
267
$946K 0.06%
5,657
+755
268
$942K 0.06%
15,618
-1,722
269
$941K 0.06%
8,842
+5,064
270
$935K 0.06%
27,424
+1,336
271
$932K 0.06%
+9,690
272
$932K 0.06%
+15,516
273
$929K 0.06%
6,533
+1,402
274
$926K 0.06%
37,024
+29,078
275
$924K 0.06%
+17,816
9 10
11
12 13