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
426
$253K 0.03%
+2,678
427
$253K 0.03%
+2,765
428
$253K 0.03%
17,579
-33,075
429
$251K 0.03%
745
-213
430
$250K 0.03%
+5,713
431
$246K 0.03%
+11,368
432
$246K 0.03%
7,351
+161
433
$244K 0.03%
+4,856
434
$244K 0.03%
1,434
-78
435
$243K 0.03%
+2,977
436
$242K 0.03%
+1,656
437
$241K 0.03%
+5,741
438
$240K 0.03%
+2,600
439
$240K 0.03%
10,709
-14,000
440
$240K 0.03%
3,071
-96
441
$240K 0.03%
+2,867
442
$239K 0.03%
+7,088
443
$239K 0.03%
+1,705
444
$238K 0.03%
1,353
-82
445
$236K 0.03%
+2,176
446
$234K 0.03%
+1,661
447
$232K 0.03%
+892
448
$230K 0.03%
+1,949
449
$228K 0.03%
2,470
-20
450
$226K 0.02%
5,152
-934
16 17
18
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