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
326
$506K 0.05%
2,361
+236
327
$500K 0.05%
8,929
-60
328
$493K 0.05%
4,687
+727
329
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330
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331
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5,052
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332
$483K 0.04%
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-4,148
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$483K 0.04%
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334
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13,587
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335
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336
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337
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12,041
-2,054
338
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13,710
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339
$472K 0.04%
11,750
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340
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27,023
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343
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11,271
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344
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345
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245
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346
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4,954
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347
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3,397
-185
348
$445K 0.04%
+22,489
349
$443K 0.04%
13,016
+1,947
350
$443K 0.04%
1,797
+103
12 13
14
15 16