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
276
$534K 0.06%
+568
277
$531K 0.06%
14,095
-2,230
278
$528K 0.06%
5,983
+259
279
$522K 0.06%
8,953
-2,987
280
$522K 0.06%
19,179
-2,610
281
$521K 0.06%
+16,376
282
$513K 0.06%
6,191
-154
283
$510K 0.06%
92
284
$509K 0.06%
6,338
+550
285
$505K 0.06%
29,600
-20,056
286
$500K 0.05%
8,547
-24
287
$482K 0.05%
4,192
-258
288
$480K 0.05%
2,031
+281
289
$479K 0.05%
7,797
-3,886
290
$474K 0.05%
2,947
+177
291
$472K 0.05%
6,274
-809
292
$468K 0.05%
3,731
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293
$464K 0.05%
7,372
-1,806
294
$461K 0.05%
28,585
-6,843
295
$460K 0.05%
2,125
+177
296
$454K 0.05%
204
297
$454K 0.05%
1,817
+131
298
$452K 0.05%
13,565
-314
299
$446K 0.05%
2,004
+107
300
$446K 0.05%
13,647
-281
10 11
12
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