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
301
$671K 0.05%
11,020
+151
302
$671K 0.05%
2,108
+4
303
$669K 0.05%
16,074
+4,033
304
$665K 0.05%
6,222
+495
305
$665K 0.05%
+13,718
306
$656K 0.05%
+9,039
307
$653K 0.05%
2,514
-2,369
308
$650K 0.05%
17,090
-1,177
309
$649K 0.05%
+5,538
310
$649K 0.05%
15,926
+1,050
311
$647K 0.05%
1,178
+6
312
$647K 0.05%
4,064
+314
313
$644K 0.05%
1,312
+26
314
$640K 0.05%
8,970
-1,643
315
$639K 0.05%
10,407
316
$626K 0.05%
9,851
+922
317
$619K 0.05%
34,673
+23,500
318
$619K 0.05%
6,964
+4
319
$616K 0.05%
7,602
-1,394
320
$606K 0.04%
5,196
+2,465
321
$604K 0.04%
7,786
-412
322
$598K 0.04%
9,576
-765
323
$597K 0.04%
4,552
-1,802
324
$596K 0.04%
862
-51
325
$592K 0.04%
+13,214
11 12
13
14 15