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
351
$357K 0.04%
4,288
-2,759
352
$352K 0.04%
3,793
+143
353
$350K 0.04%
46,682
-212
354
$350K 0.04%
922
+52
355
$348K 0.04%
3,312
+48
356
$348K 0.04%
4,887
+77
357
$346K 0.04%
2,888
-52
358
$342K 0.04%
4,340
+901
359
$339K 0.04%
4,968
-2,480
360
$338K 0.04%
1,784
-4
361
$337K 0.04%
7,959
-7,957
362
$337K 0.04%
3,379
+68
363
$334K 0.04%
1,880
+67
364
$334K 0.04%
+9,017
365
$333K 0.04%
6,173
+1,505
366
$332K 0.04%
5,127
-1,441
367
$331K 0.04%
1,528
368
$329K 0.04%
6,960
-2,420
369
$328K 0.04%
+16,810
370
$328K 0.04%
7,043
+101
371
$326K 0.04%
2,101
-386
372
$326K 0.04%
2,860
+449
373
$324K 0.04%
+7,527
374
$323K 0.04%
3,777
375
$322K 0.04%
12,105
+1,008
13 14
15
16 17