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
326
$402K 0.04%
3,392
+1
327
$402K 0.04%
3,424
+7
328
$402K 0.04%
4,650
-1,900
329
$399K 0.04%
5,312
-779
330
$396K 0.04%
2,301
+412
331
$395K 0.04%
12,300
+700
332
$392K 0.04%
956
+4
333
$391K 0.04%
4,867
+26
334
$391K 0.04%
1,694
+7
335
$388K 0.04%
9,697
+2,438
336
$386K 0.04%
3,402
+67
337
$384K 0.04%
+24,340
338
$383K 0.04%
+2,215
339
$382K 0.04%
5,775
-696
340
$380K 0.04%
4,355
+17
341
$380K 0.04%
2,010
+37
342
$377K 0.04%
4,046
+64
343
$376K 0.04%
10,851
+1,521
344
$368K 0.04%
4,262
-2,250
345
$366K 0.04%
2,873
+5
346
$364K 0.04%
5,516
-81
347
$364K 0.04%
12,078
+2,293
348
$363K 0.04%
5,685
+52
349
$363K 0.04%
+8,091
350
$363K 0.04%
3,016
-64
12 13
14
15 16