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
476
$299K 0.02%
4,719
+248
477
$299K 0.02%
1,564
-18
478
$298K 0.02%
191
+8
479
$296K 0.02%
+2,836
480
$295K 0.02%
6,255
+277
481
$295K 0.02%
24,496
-49,090
482
$293K 0.02%
+5,518
483
$293K 0.02%
9,958
+437
484
$293K 0.02%
1,453
-1,019
485
$292K 0.02%
+6,458
486
$290K 0.02%
40,435
487
$289K 0.02%
796
+3
488
$289K 0.02%
1,930
+39
489
$286K 0.02%
4,827
+535
490
$285K 0.02%
1,949
491
$285K 0.02%
+795
492
$284K 0.02%
+619
493
$282K 0.02%
19,600
494
$281K 0.02%
6,942
-2,075
495
$281K 0.02%
+5,782
496
$280K 0.02%
+1,191
497
$279K 0.02%
5,814
-1,734
498
$279K 0.02%
+2,652
499
$277K 0.02%
1,731
+8
500
$275K 0.02%
3,213
+55
18 19
20
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