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
376
$321K 0.04%
2,300
-15,149
377
$320K 0.04%
2,692
+223
378
$317K 0.03%
8,401
-669
379
$317K 0.03%
1,554
-8
380
$315K 0.03%
4,310
-152
381
$313K 0.03%
2,699
382
$311K 0.03%
12,758
+66
383
$310K 0.03%
3,024
+86
384
$308K 0.03%
+2,044
385
$307K 0.03%
8,819
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386
$306K 0.03%
4,969
-100
387
$306K 0.03%
931
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388
$303K 0.03%
1,501
-748
389
$301K 0.03%
14,010
-762
390
$301K 0.03%
+3,466
391
$300K 0.03%
24,790
392
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2,413
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393
$299K 0.03%
9,071
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394
$298K 0.03%
3,760
395
$296K 0.03%
+2,059
396
$293K 0.03%
+2,791
397
$293K 0.03%
+11,511
398
$292K 0.03%
1,194
+39
399
$288K 0.03%
1,181
+70
400
$286K 0.03%
11,959
+47
14 15
16
17 18