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
376
$396K 0.04%
+7,824
377
$390K 0.04%
1,932
+52
378
$389K 0.04%
6,540
-420
379
$383K 0.04%
4,536
-1,802
380
$380K 0.03%
44,589
-2,093
381
$379K 0.03%
12,157
+52
382
$379K 0.03%
7,104
-14,166
383
$368K 0.03%
11,448
+2,028
384
$368K 0.03%
9,554
+483
385
$367K 0.03%
7,959
386
$363K 0.03%
+14,126
387
$363K 0.03%
2,692
388
$359K 0.03%
5,116
-400
389
$358K 0.03%
+4,690
390
$358K 0.03%
4,370
-1,405
391
$356K 0.03%
722
+159
392
$355K 0.03%
+1,565
393
$351K 0.03%
28,681
+13,120
394
$349K 0.03%
6,835
+1,094
395
$348K 0.03%
1,440
+105
396
$347K 0.03%
+13,853
397
$344K 0.03%
1,782
+281
398
$344K 0.03%
2,446
+146
399
$344K 0.03%
975
+44
400
$343K 0.03%
3,323
-1,032
14 15
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