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
401
$343K 0.03%
+1,881
402
$335K 0.03%
3,284
+260
403
$334K 0.03%
3,637
+1,137
404
$334K 0.03%
4,311
-29
405
$334K 0.03%
3,500
-260
406
$333K 0.03%
+11,818
407
$332K 0.03%
7,112
+1,960
408
$331K 0.03%
7,548
+21
409
$329K 0.03%
13,092
+334
410
$328K 0.03%
1,004
-9,686
411
$327K 0.03%
+2,302
412
$322K 0.03%
841
-81
413
$320K 0.03%
1,128
+236
414
$320K 0.03%
3,018
-361
415
$317K 0.03%
7,918
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416
$317K 0.03%
3,860
+1,390
417
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418
$316K 0.03%
3,471
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419
$315K 0.03%
1,327
+146
420
$315K 0.03%
12,432
-1,578
421
$314K 0.03%
3,315
-151
422
$314K 0.03%
5,951
+76
423
$312K 0.03%
+2,731
424
$312K 0.03%
2,268
+13
425
$311K 0.03%
3,677
-611
15 16
17
18 19