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
426
$364K 0.03%
9,153
+1,501
427
$362K 0.03%
3,031
+13
428
$361K 0.03%
3,169
-60
429
$360K 0.03%
4,350
+490
430
$359K 0.03%
6,274
-4,022
431
$358K 0.03%
5,093
-23
432
$357K 0.03%
+6,114
433
$357K 0.03%
6,504
-600
434
$357K 0.03%
5,202
+8
435
$356K 0.03%
939
-65
436
$356K 0.03%
1,030
+201
437
$352K 0.03%
+9,336
438
$350K 0.03%
1,536
+3
439
$350K 0.03%
40,122
+21,000
440
$348K 0.03%
899
-70
441
$341K 0.03%
2,573
+251
442
$338K 0.02%
4,070
+571
443
$337K 0.02%
15,000
444
$335K 0.02%
4,386
+358
445
$335K 0.02%
4,782
+457
446
$335K 0.02%
3,096
+532
447
$333K 0.02%
12,794
-298
448
$332K 0.02%
11,686
-132
449
$327K 0.02%
10,233
+1,301
450
$327K 0.02%
4,416
+394
16 17
18
19 20