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
326
$752K 0.05%
3,432
+2,109
327
$752K 0.05%
2,488
+214
328
$752K 0.05%
9,386
+4,685
329
$744K 0.05%
4,293
-1,013
330
$740K 0.05%
36,064
-5,712
331
$740K 0.05%
6,780
+1,241
332
$739K 0.05%
+1,620
333
$736K 0.05%
28,553
+801
334
$732K 0.05%
12,622
+219
335
$727K 0.05%
9,851
336
$721K 0.05%
11,739
+1,332
337
$717K 0.05%
+39,855
338
$715K 0.05%
50,524
+12,767
339
$714K 0.05%
+10,789
340
$707K 0.05%
1,871
+932
341
$706K 0.05%
2,872
+1,999
342
$701K 0.05%
1,470
+10
343
$699K 0.05%
22,938
-7,194
344
$695K 0.05%
5,830
-37
345
$693K 0.05%
+18,039
346
$690K 0.05%
11,623
+2,584
347
$690K 0.05%
28,722
+2,141
348
$689K 0.05%
6,050
-57
349
$688K 0.05%
923
+61
350
$685K 0.05%
11,780
+2,204
12 13
14
15 16