IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
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
State Street Energy Select Sector SPDR ETF
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
476
$353K 0.02%
3,169
477
$352K 0.02%
2,433
-39
478
$351K 0.02%
7,011
479
$350K 0.02%
+2,350
480
$348K 0.02%
2,296
-23,222
481
$346K 0.02%
2,860
482
$343K 0.02%
6,528
483
$341K 0.02%
5,003
-199
484
$341K 0.02%
7,003
+569
485
$340K 0.02%
+6,950
486
$340K 0.02%
942
-88
487
$338K 0.02%
8,492
+555
488
$336K 0.02%
5,841
-273
489
$336K 0.02%
5,372
+256
490
$336K 0.02%
+7,558
491
$334K 0.02%
+896
492
$334K 0.02%
6,832
+1,050
493
$333K 0.02%
5,850
-420
494
$332K 0.02%
12,850
+56
495
$330K 0.02%
1,421
+497
496
$329K 0.02%
13,100
-9,200
497
$326K 0.02%
1,634
+70
498
$322K 0.02%
11,356
-330
499
$319K 0.02%
5,993
-8,286
500
$318K 0.02%
1,550
+14
18 19
20
21 22