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
$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
301
$445K 0.05%
7,081
+584
302
$445K 0.05%
2,066
+54
303
$442K 0.05%
4,653
+599
304
$439K 0.05%
16,183
+1,377
305
$431K 0.05%
3,896
306
$430K 0.05%
377
+1
307
$429K 0.05%
11,650
+500
308
$428K 0.05%
4,848
309
$426K 0.05%
+25,211
310
$426K 0.05%
+11,371
311
$426K 0.05%
3,582
+96
312
$425K 0.05%
14,097
-5,939
313
$423K 0.05%
8,989
+960
314
$423K 0.05%
7,373
+2,641
315
$423K 0.05%
2,879
316
$420K 0.05%
+862
317
$419K 0.05%
+11,069
318
$416K 0.05%
3,193
-10
319
$415K 0.05%
2,703
-4
320
$415K 0.05%
4,735
+200
321
$413K 0.05%
3,753
-1
322
$411K 0.05%
2,586
+289
323
$407K 0.04%
12,783
324
$404K 0.04%
+4,735
325
$403K 0.04%
3,960
+258
11 12
13
14 15