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
26
$8.06M 0.74%
39,008
+8,233
27
$7.54M 0.69%
25,614
+2,928
28
$7.43M 0.68%
33,360
+4,326
29
$7.27M 0.66%
67,206
+5,462
30
$7.2M 0.66%
117,180
-5,529
31
$7.17M 0.66%
43,643
+6,446
32
$6.98M 0.64%
21,205
+2,444
33
$6.97M 0.64%
27,350
+7,417
34
$6.78M 0.62%
21,249
-2,005
35
$6.74M 0.62%
81,716
-3,897
36
$6.72M 0.61%
81,747
+23,416
37
$6.71M 0.61%
502,480
+47,880
38
$6.25M 0.57%
57,565
+34,713
39
$6.21M 0.57%
92,297
+2,515
40
$6.18M 0.56%
118,744
+2,988
41
$5.98M 0.55%
69,827
+9,728
42
$5.87M 0.54%
84,872
+33,368
43
$5.84M 0.53%
44,036
+11,913
44
$5.63M 0.51%
108,821
+62,009
45
$5.59M 0.51%
144,545
+1,673
46
$5.45M 0.5%
14,653
+2,597
47
$5.4M 0.49%
71,216
+1,570
48
$5.34M 0.49%
91,860
+17,964
49
$5.33M 0.49%
104,924
+81,395
50
$5.2M 0.47%
152,625
+76,979
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