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
$1.51B
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
646
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$12.4M
3
+$12.1M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$8.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.22M

Top Sells

1
+$10.7M
2
+$8.66M
3
+$7.63M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.7M
5
MS icon
Morgan Stanley
MS
+$4.23M

Sector Composition

1 Technology 10.71%
2 Real Estate 6.76%
3 Consumer Discretionary 6.46%
4 Financials 5.45%
5 Healthcare 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$394K 0.03%
4,578
+228
452
$393K 0.03%
7,918
453
$392K 0.03%
+1,614
454
$387K 0.03%
10,650
+3,100
455
$385K 0.03%
1,853
-90
456
$385K 0.03%
+9,600
457
$381K 0.03%
3,988
-3,246
458
$380K 0.03%
+5,000
459
$379K 0.03%
4,573
+68
460
$378K 0.03%
4,588
+518
461
$377K 0.03%
2,966
+130
462
$376K 0.02%
3,296
+23
463
$375K 0.02%
12,168
+6
464
$375K 0.02%
12,451
+4,192
465
$375K 0.02%
+15,864
466
$375K 0.02%
2,525
+20
467
$371K 0.02%
1,030
+234
468
$371K 0.02%
568
469
$368K 0.02%
11,141
-5,383
470
$365K 0.02%
6,218
-7,500
471
$363K 0.02%
4,469
+732
472
$358K 0.02%
4,946
+560
473
$358K 0.02%
38,172
-4,421
474
$356K 0.02%
+1,066
475
$354K 0.02%
+2,108
17 18
19
20 21