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
351
$440K 0.04%
3,458
+66
352
$440K 0.04%
13,360
-205
353
$440K 0.04%
+18,872
354
$435K 0.04%
+4,607
355
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1,886
-725
356
$433K 0.04%
2,637
+51
357
$426K 0.04%
369
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358
$423K 0.04%
2,537
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359
$422K 0.04%
4,028
-622
360
$421K 0.04%
13,013
+230
361
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4,888
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362
$414K 0.04%
6,326
-5,817
363
$412K 0.04%
5,622
+2,665
364
$411K 0.04%
5,341
+29
365
$408K 0.04%
1,355
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366
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367
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368
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7,017
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369
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3,019
-1,243
370
$403K 0.04%
2,352
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371
$402K 0.04%
3,211
-520
372
$402K 0.04%
4,100
+54
373
$400K 0.04%
9,184
+2,717
374
$400K 0.04%
3,867
+1,000
375
$399K 0.04%
7,218
+175
13 14
15
16 17