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
301
$586K 0.05%
18,337
-103,821
302
$583K 0.05%
+2,543
303
$582K 0.05%
5,232
-6,310
304
$581K 0.05%
+10,296
305
$576K 0.05%
10,869
+1,172
306
$576K 0.05%
4,938
+1,536
307
$573K 0.05%
80,209
-6,896
308
$571K 0.05%
5,018
+283
309
$569K 0.05%
2,052
-40
310
$565K 0.05%
22,500
311
$564K 0.05%
913
+51
312
$562K 0.05%
6,721
+270
313
$560K 0.05%
1,933
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314
$558K 0.05%
4,298
-2,791
315
$549K 0.05%
+16,779
316
$549K 0.05%
4,311
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317
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4,837
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318
$533K 0.05%
16,558
+182
319
$531K 0.05%
4,619
320
$531K 0.05%
6,035
-1,885
321
$531K 0.05%
2,472
+441
322
$522K 0.05%
3,479
+776
323
$515K 0.05%
4,869
-532
324
$513K 0.05%
5,406
+671
325
$509K 0.05%
5,774
-500
11 12
13
14 15