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
276
$759K 0.06%
22,172
277
$758K 0.06%
+2,749
278
$757K 0.06%
6,286
-19
279
$756K 0.06%
5,395
+374
280
$755K 0.06%
24,625
-6,675
281
$750K 0.06%
3,999
+308
282
$749K 0.06%
36,350
+25,936
283
$748K 0.06%
23,655
+3,836
284
$742K 0.05%
5,539
+503
285
$738K 0.05%
5,131
+579
286
$737K 0.05%
2,912
+254
287
$735K 0.05%
10,674
+219
288
$725K 0.05%
9,890
+1,449
289
$718K 0.05%
+27,752
290
$715K 0.05%
1,933
291
$707K 0.05%
6,826
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292
$705K 0.05%
5,401
+383
293
$701K 0.05%
26,581
+7,709
294
$701K 0.05%
5,867
-387
295
$690K 0.05%
12,403
+4,579
296
$688K 0.05%
+4,542
297
$685K 0.05%
3,851
+293
298
$684K 0.05%
2,521
-92
299
$684K 0.05%
7,705
-362
300
$681K 0.05%
1,460
-870
10 11
12
13 14