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
451
$225K 0.02%
11,852
-770
452
$220K 0.02%
1,829
-458
453
$219K 0.02%
+1,645
454
$219K 0.02%
+764
455
$218K 0.02%
+563
456
$217K 0.02%
+5,405
457
$217K 0.02%
+7,416
458
$216K 0.02%
+3,202
459
$216K 0.02%
+753
460
$215K 0.02%
2,504
-114
461
$215K 0.02%
+6,518
462
$215K 0.02%
+4,463
463
$214K 0.02%
3,399
-3,510
464
$214K 0.02%
+2,500
465
$214K 0.02%
+3,835
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%
+1,377
471
$205K 0.02%
+3,336
472
$202K 0.02%
662
-675
473
$202K 0.02%
1,660
-263
474
$201K 0.02%
+3,726
475
$201K 0.02%
+13,248
17 18
19
20 21