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
$1.09B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.5M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$9.14M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.4M

Top Sells

1
+$11.8M
2
+$9.57M
3
+$6.12M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.63M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.24M

Sector Composition

1 Technology 10.63%
2 Industrials 7.29%
3 Consumer Discretionary 6.74%
4 Financials 6.23%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$276K 0.03%
19,600
452
$276K 0.03%
6,809
+291
453
$274K 0.03%
+7,519
454
$274K 0.03%
977
+170
455
$271K 0.02%
10,203
-1,165
456
$270K 0.02%
+6,457
457
$270K 0.02%
2,564
+63
458
$269K 0.02%
1,944
+115
459
$269K 0.02%
+183
460
$269K 0.02%
92
461
$265K 0.02%
+3,158
462
$264K 0.02%
+8,932
463
$264K 0.02%
15,000
464
$263K 0.02%
9,521
-1,990
465
$262K 0.02%
+5,978
466
$261K 0.02%
+19,550
467
$259K 0.02%
1,723
+18
468
$258K 0.02%
2,868
+268
469
$258K 0.02%
7,949
-12,514
470
$257K 0.02%
793
+131
471
$256K 0.02%
829
+65
472
$255K 0.02%
2,522
-156
473
$255K 0.02%
2,808
+304
474
$254K 0.02%
+109
475
$251K 0.02%
+3,499
17 18
19
20 21