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
301
$834K 0.06%
57,338
+841
302
$833K 0.06%
1,617
-3
303
$832K 0.06%
8,832
+3,751
304
$830K 0.06%
7,335
+509
305
$823K 0.05%
6,912
+1,374
306
$819K 0.05%
7,552
+1,330
307
$817K 0.05%
11,702
+1,028
308
$812K 0.05%
1,967
+34
309
$812K 0.05%
10,783
+345
310
$804K 0.05%
11,863
+843
311
$804K 0.05%
17,673
-14,156
312
$792K 0.05%
7,040
+2,967
313
$788K 0.05%
+20,255
314
$786K 0.05%
17,108
+2,606
315
$784K 0.05%
3,060
-122
316
$781K 0.05%
16,822
-1,467
317
$780K 0.05%
49,916
+15,000
318
$780K 0.05%
11,681
+1,764
319
$769K 0.05%
15,062
-41
320
$764K 0.05%
22,316
+144
321
$760K 0.05%
1,569
+33
322
$758K 0.05%
19,484
+3,558
323
$755K 0.05%
14,988
-3,082
324
$755K 0.05%
5,004
+1,153
325
$754K 0.05%
5,926
+2,077
11 12
13
14 15