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
276
$660K 0.06%
3,558
+1,514
277
$653K 0.06%
3,750
+1,797
278
$651K 0.06%
+6,960
279
$646K 0.06%
+8,315
280
$645K 0.06%
26,490
+9,680
281
$644K 0.06%
6,924
-4,911
282
$643K 0.06%
+18,267
283
$641K 0.06%
+16,706
284
$640K 0.06%
10,407
+586
285
$638K 0.06%
8,441
+1,402
286
$635K 0.06%
2,613
-2,293
287
$626K 0.06%
5,021
+2,608
288
$621K 0.06%
+2,658
289
$618K 0.06%
19,819
+7,741
290
$617K 0.06%
3,194
+1,622
291
$617K 0.06%
+5,199
292
$616K 0.06%
4,552
+2,493
293
$616K 0.06%
8,198
-67
294
$613K 0.06%
5,036
+2,148
295
$612K 0.06%
2,104
+22
296
$612K 0.06%
1,286
-1,225
297
$605K 0.06%
10,341
+1,794
298
$604K 0.06%
+6,119
299
$589K 0.05%
99,407
-13,736
300
$586K 0.05%
1,172
-3
10 11
12
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