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
$1.36B
AUM Growth
+$264M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$55M
2
+$18.9M
3
+$11.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$11.4M
5
RMO
Romeo Power, Inc.
RMO
+$10.6M

Top Sells

1
+$6.42M
2
+$5.14M
3
+$4.98M
4
STLD icon
Steel Dynamics
STLD
+$3.35M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$3.32M

Sector Composition

1 Technology 10.62%
2 Real Estate 7.33%
3 Consumer Discretionary 6.9%
4 Industrials 5.89%
5 Financials 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 0.78%
97,730
-30,771
27
$9.86M 0.73%
30,930
+1,712
28
$9.28M 0.68%
26,694
+1,080
29
$9.2M 0.68%
180,158
-45,721
30
$9M 0.66%
114,132
+42,916
31
$8.99M 0.66%
+333,153
32
$8.83M 0.65%
78,136
+20,571
33
$8.53M 0.63%
66,631
-38,941
34
$8.12M 0.6%
148,108
-38,388
35
$7.89M 0.58%
70,061
+2,855
36
$7.54M 0.55%
45,752
+2,109
37
$7.46M 0.55%
32,928
-432
38
$7.17M 0.53%
22,473
+1,268
39
$7.09M 0.52%
130,553
+11,809
40
$6.95M 0.51%
80,716
-59,673
41
$6.95M 0.51%
84,586
+2,839
42
$6.83M 0.5%
28,512
+1,162
43
$6.4M 0.47%
56,873
+12,062
44
$6.02M 0.44%
65,683
+765
45
$5.99M 0.44%
14,946
+293
46
$5.8M 0.43%
69,782
-45
47
$5.77M 0.42%
27,752
+299
48
$5.73M 0.42%
108,181
-640
49
$5.52M 0.41%
75,025
-9,847
50
$5.52M 0.41%
6,307
+136
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