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
$1.51B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.4M
3
+$12.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.22M

Top Sells

1
+$10.7M
2
+$8.66M
3
+$7.63M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.7M
5
MS icon
Morgan Stanley
MS
+$4.23M

Sector Composition

1 Technology 10.71%
2 Real Estate 6.76%
3 Consumer Discretionary 6.46%
4 Financials 5.45%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$550K 0.04%
3,494
377
$548K 0.04%
4,433
-22
378
$545K 0.04%
2,822
+247
379
$540K 0.04%
+6,205
380
$539K 0.04%
2,602
381
$534K 0.04%
16,298
-492
382
$530K 0.04%
5,626
+164
383
$530K 0.04%
10,534
-5,852
384
$528K 0.04%
11,882
-1,332
385
$524K 0.03%
12,239
+1,610
386
$522K 0.03%
967
+74
387
$521K 0.03%
8,119
-174
388
$520K 0.03%
+2,203
389
$520K 0.03%
4,986
-206
390
$513K 0.03%
2,459
+98
391
$511K 0.03%
371
+10
392
$509K 0.03%
54,350
-5,911
393
$506K 0.03%
3,390
+1,475
394
$505K 0.03%
13,658
+7
395
$501K 0.03%
3,703
+256
396
$499K 0.03%
16,300
-8,325
397
$498K 0.03%
4,577
398
$497K 0.03%
2,575
+63
399
$496K 0.03%
7,585
+268
400
$495K 0.03%
+2,833
14 15
16
17 18