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
501
$273K 0.02%
+6,725
502
$271K 0.02%
2,363
-159
503
$271K 0.02%
6,154
+692
504
$268K 0.02%
1,915
-348
505
$266K 0.02%
1,528
-384
506
$265K 0.02%
11,578
-398
507
$264K 0.02%
1,755
+100
508
$264K 0.02%
+5,179
509
$262K 0.02%
10,709
510
$259K 0.02%
9,842
-361
511
$256K 0.02%
117
+8
512
$256K 0.02%
3,202
513
$254K 0.02%
+828
514
$253K 0.02%
10,502
+718
515
$252K 0.02%
+4,219
516
$252K 0.02%
+3,057
517
$251K 0.02%
+6,770
518
$250K 0.02%
+721
519
$250K 0.02%
+8,259
520
$249K 0.02%
14,328
+48
521
$249K 0.02%
+1,844
522
$248K 0.02%
5,319
+45
523
$247K 0.02%
+1,861
524
$246K 0.02%
6,254
+1,019
525
$245K 0.02%
4,682
+1,087
19 20
21
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