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
376
$450K 0.03%
235
-10
377
$442K 0.03%
4,213
+898
378
$441K 0.03%
4,398
-834
379
$438K 0.03%
893
+52
380
$438K 0.03%
7,959
381
$438K 0.03%
13,013
382
$437K 0.03%
4,073
-27
383
$434K 0.03%
7,613
+395
384
$433K 0.03%
+15,183
385
$431K 0.03%
12,862
-498
386
$430K 0.03%
7,523
+688
387
$430K 0.03%
3,654
-1,215
388
$428K 0.03%
2,378
+596
389
$426K 0.03%
10,629
+1,445
390
$425K 0.03%
4,577
-30
391
$423K 0.03%
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-115
392
$423K 0.03%
1,031
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393
$423K 0.03%
+10,967
394
$417K 0.03%
1,399
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395
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396
$409K 0.03%
15,362
-3,335
397
$409K 0.03%
5,580
-8,775
398
$408K 0.03%
6,270
-270
399
$407K 0.03%
732
+10
400
$405K 0.03%
+3,778
14 15
16
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