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
401
$286K 0.03%
+15,246
402
$285K 0.03%
9,420
+522
403
$285K 0.03%
892
404
$285K 0.03%
2,028
+101
405
$283K 0.03%
+2,482
406
$282K 0.03%
1,572
+26
407
$278K 0.03%
1,335
+137
408
$278K 0.03%
40,435
409
$277K 0.03%
2,926
+124
410
$275K 0.03%
7,403
+593
411
$271K 0.03%
+164,449
412
$270K 0.03%
+6,256
413
$270K 0.03%
+2,255
414
$270K 0.03%
+15,430
415
$268K 0.03%
1,953
-532
416
$267K 0.03%
4,450
-312
417
$267K 0.03%
2,512
-992
418
$264K 0.03%
22,712
419
$263K 0.03%
4,798
+1
420
$262K 0.03%
+11,600
421
$262K 0.03%
5,875
422
$261K 0.03%
+1,501
423
$260K 0.03%
6,467
424
$260K 0.03%
2,501
-959
425
$258K 0.03%
19,600
15 16
17
18 19