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
401
$404K 0.03%
972
+208
402
$400K 0.03%
42,593
-1,996
403
$400K 0.03%
1,943
+11
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$396K 0.03%
+2,627
405
$394K 0.03%
+4,109
406
$389K 0.03%
7,011
+1,067
407
$388K 0.03%
12,162
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408
$387K 0.03%
2,957
-12,901
409
$387K 0.03%
1,242
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410
$387K 0.03%
7,696
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411
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3,770
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412
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3,273
-50
413
$381K 0.03%
4,701
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414
$380K 0.03%
14,450
+324
415
$380K 0.03%
9,472
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416
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2,505
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418
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17,838
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419
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4,505
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420
$375K 0.03%
10,458
-3,252
421
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4,357
-13
422
$372K 0.03%
2,472
+26
423
$371K 0.03%
+6,191
424
$369K 0.03%
7,918
425
$368K 0.03%
+15,353
15 16
17
18 19