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
476
$250K 0.02%
+764
477
$249K 0.02%
10,709
478
$247K 0.02%
+4,292
479
$246K 0.02%
11,976
+124
480
$241K 0.02%
4,990
-415
481
$241K 0.02%
1,912
+437
482
$240K 0.02%
4,469
-54,820
483
$239K 0.02%
+5,274
484
$237K 0.02%
7,570
+154
485
$236K 0.02%
+1,725
486
$235K 0.02%
+857
487
$233K 0.02%
+3,830
488
$233K 0.02%
1,257
-96
489
$231K 0.02%
+722
490
$231K 0.02%
1,377
-1,570
491
$230K 0.02%
14,280
+1,032
492
$228K 0.02%
+4,032
493
$227K 0.02%
+1,607
494
$226K 0.02%
1,245
-132
495
$224K 0.02%
3,202
-134
496
$223K 0.02%
1,655
+10
497
$223K 0.02%
3,835
498
$222K 0.02%
3,890
+164
499
$219K 0.02%
3,202
500
$215K 0.02%
+7,946
18 19
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