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
26
$6.23M 0.68%
112,976
-1,192
27
$6.23M 0.68%
89,782
-21,223
28
$6.2M 0.68%
22,686
-1,075
29
$6.12M 0.67%
112,872
-81,740
30
$5.99M 0.66%
30,775
+1,887
31
$5.93M 0.65%
454,600
-160,240
32
$5.85M 0.64%
37,197
+1,555
33
$5.83M 0.64%
46,862
-15,190
34
$5.8M 0.64%
115,756
+10,336
35
$5.74M 0.63%
61,514
+9,934
36
$5.63M 0.62%
113,281
+19,918
37
$5.43M 0.6%
60,099
38
$5.08M 0.56%
69,646
+3,816
39
$4.97M 0.55%
72,602
-1,420
40
$4.9M 0.54%
42,301
+27,732
41
$4.89M 0.54%
32,123
+415
42
$4.84M 0.53%
58,331
+5,399
43
$4.55M 0.5%
27,000
+891
44
$4.54M 0.5%
17,108
-9,165
45
$4.39M 0.48%
70,815
+171
46
$4.35M 0.48%
18,761
+1,482
47
$4.34M 0.48%
73,896
+2,259
48
$4.33M 0.47%
142,872
+85,409
49
$4.32M 0.47%
36,113
+3,162
50
$4.31M 0.47%
5,977
-115
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