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
326
$580K 0.04%
1,928
+131
327
$574K 0.04%
6,210
-19,480
328
$574K 0.04%
1,536
+237
329
$574K 0.04%
16,756
-1,581
330
$570K 0.04%
29,102
+3,366
331
$569K 0.04%
5,192
-2,074
332
$569K 0.04%
568
-1,408
333
$561K 0.04%
37,757
+9,076
334
$560K 0.04%
22,300
-200
335
$559K 0.04%
34,916
+24,916
336
$557K 0.04%
16,790
+11
337
$556K 0.04%
8,293
+1,967
338
$555K 0.04%
+11,568
339
$553K 0.04%
6,107
+72
340
$550K 0.04%
2,274
-269
341
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2,602
-30
342
$546K 0.04%
4,825
+1,541
343
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16,524
-16,591
344
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60,261
-19,948
345
$538K 0.04%
3,492
+13
346
$537K 0.04%
16,559
+1
347
$534K 0.04%
+13,067
348
$534K 0.04%
4,619
349
$534K 0.04%
4,455
-232
350
$533K 0.04%
5,591
+539
12 13
14
15 16