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
501
$215K 0.02%
+9,784
502
$210K 0.02%
+8,000
503
$210K 0.02%
+10,414
504
$209K 0.02%
2,089
505
$209K 0.02%
+2,666
506
$209K 0.02%
+5,462
507
$209K 0.02%
1,544
-117
508
$207K 0.02%
+3,595
509
$206K 0.02%
+4,361
510
$205K 0.02%
3,405
-1,045
511
$203K 0.02%
5,235
-6,136
512
$199K 0.02%
+11,467
513
$196K 0.02%
+34,500
514
$189K 0.02%
11,173
+1,173
515
$189K 0.02%
+10,682
516
$179K 0.02%
20,780
+9,665
517
$178K 0.02%
+17,832
518
$169K 0.02%
10,525
-1,200
519
$161K 0.01%
11,548
-3,698
520
$155K 0.01%
19,122
+2,200
521
$151K 0.01%
10,000
522
$150K 0.01%
15,166
+42
523
$141K 0.01%
+17,000
524
$139K 0.01%
+10,500
525
$113K 0.01%
2,504
+80
19 20
21
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