IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
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
+$13.9M
2
+$4.28M
3
+$3.37M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.21M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.14M

Top Sells

1
+$7.18M
2
+$6.19M
3
+$4.25M
4
ILCB icon
iShares Morningstar US Equity ETF
ILCB
+$4.18M
5
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$3.93M

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
451
$225K 0.02%
11,852
-770
452
$220K 0.02%
1,829
-458
453
$219K 0.02%
+764
454
$219K 0.02%
+1,645
455
$218K 0.02%
+563
456
$217K 0.02%
+7,416
457
$217K 0.02%
+5,405
458
$216K 0.02%
+753
459
$216K 0.02%
+3,202
460
$215K 0.02%
+4,463
461
$215K 0.02%
+6,518
462
$215K 0.02%
2,504
-114
463
$214K 0.02%
+3,835
464
$214K 0.02%
+2,500
465
$214K 0.02%
3,399
-3,510
466
$213K 0.02%
+807
467
$212K 0.02%
+6,000
468
$209K 0.02%
2,089
469
$207K 0.02%
+4,448
470
$205K 0.02%
+3,336
471
$205K 0.02%
+1,377
472
$202K 0.02%
1,660
-263
473
$202K 0.02%
662
-675
474
$201K 0.02%
+1,475
475
$201K 0.02%
+13,248
17 18
19
20 21