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
351
$532K 0.04%
4,078
-220
352
$527K 0.04%
5,462
+56
353
$517K 0.04%
8,129
-2,340
354
$516K 0.04%
3,494
+36
355
$514K 0.04%
13,651
+64
356
$509K 0.04%
24,629
-17,461
357
$509K 0.04%
+4,425
358
$502K 0.04%
3,849
-242
359
$500K 0.04%
361
-8
360
$496K 0.04%
11,750
361
$495K 0.04%
5,025
+2,217
362
$494K 0.04%
2,575
-62
363
$492K 0.04%
5,727
-73
364
$492K 0.04%
5,793
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365
$489K 0.04%
5,081
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366
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2,361
367
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368
$478K 0.04%
7,317
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369
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3,447
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370
$473K 0.03%
11,276
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371
$470K 0.03%
2,512
-25
372
$468K 0.03%
72,047
-27,360
373
$466K 0.03%
+3,286
374
$460K 0.03%
3,171
-40
375
$451K 0.03%
3,867
13 14
15
16 17