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
276
$915K 0.06%
6,153
+758
277
$913K 0.06%
3,050
+301
278
$913K 0.06%
5,801
+1,737
279
$912K 0.06%
13,094
+1,299
280
$911K 0.06%
5,485
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281
$911K 0.06%
17,627
+1,363
282
$910K 0.06%
8,929
-3,282
283
$907K 0.06%
2,332
+381
284
$897K 0.06%
9,458
+856
285
$895K 0.06%
10,546
-35,434
286
$891K 0.06%
11,265
+8,208
287
$890K 0.06%
3,279
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288
$884K 0.06%
2,297
+1,106
289
$883K 0.06%
5,603
+1,604
290
$878K 0.06%
+2,624
291
$878K 0.06%
51,173
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292
$877K 0.06%
40,832
+4,896
293
$875K 0.06%
3,652
+287
294
$861K 0.06%
+5,171
295
$854K 0.06%
18,099
-3,248
296
$853K 0.06%
9,981
+4,254
297
$849K 0.06%
5,668
-2,577
298
$848K 0.06%
13,691
+552
299
$847K 0.06%
5,723
+53
300
$835K 0.06%
19,999
+15
10 11
12
13 14