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
401
$493K 0.03%
5,536
-55
402
$493K 0.03%
7,959
403
$492K 0.03%
6,581
+371
404
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11,850
+100
405
$490K 0.03%
757
+25
406
$489K 0.03%
+6,138
407
$486K 0.03%
23,892
-5,210
408
$485K 0.03%
1,142
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409
$483K 0.03%
4,591
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410
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3,630
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411
$482K 0.03%
+12,273
412
$475K 0.03%
15,971
+4,161
413
$475K 0.03%
5,059
+2,036
414
$474K 0.03%
3,781
+750
415
$469K 0.03%
2,332
+1,147
416
$468K 0.03%
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417
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418
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+13,012
419
$457K 0.03%
2,759
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420
$456K 0.03%
+9,133
421
$456K 0.03%
17,484
+3,034
422
$454K 0.03%
69,585
-2,462
423
$452K 0.03%
8,963
+1,267
424
$449K 0.03%
11,477
+2,005
425
$444K 0.03%
21,491
-3,138
15 16
17
18 19