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
26
$10.7M 0.71%
137,572
+23,440
27
$10.5M 0.7%
147,930
-4,337
28
$10.3M 0.68%
188,546
+40,438
29
$9.97M 0.66%
86,796
-14,187
30
$9.71M 0.64%
190,194
+10,036
31
$9.47M 0.63%
356,291
+23,138
32
$9.45M 0.63%
27,836
+1,142
33
$9.43M 0.63%
36,465
+3,537
34
$9.37M 0.62%
114,357
+29,771
35
$8.78M 0.58%
80,403
+2,267
36
$8.63M 0.57%
67,578
+947
37
$8.43M 0.56%
48,011
+20,883
38
$8.34M 0.55%
23,768
+1,295
39
$8.26M 0.55%
51,156
+5,404
40
$7.97M 0.53%
73,880
+3,819
41
$7.84M 0.52%
29,540
+12,175
42
$7.06M 0.47%
129,626
+21,445
43
$6.97M 0.46%
80,886
+170
44
$6.92M 0.46%
93,158
+30,129
45
$6.78M 0.45%
17,341
+2,395
46
$6.46M 0.43%
1,305,748
+1,500
47
$6.14M 0.41%
122,798
-7,755
48
$6.03M 0.4%
68,136
-86,231
49
$6.02M 0.4%
75,462
+3,420
50
$5.85M 0.39%
108,352
+10,638
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