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
501
$317K 0.02%
15,303
-50
502
$312K 0.02%
5,063
-3,066
503
$311K 0.02%
6,559
+1,560
504
$311K 0.02%
+3,750
505
$310K 0.02%
+3,243
506
$308K 0.02%
1,836
-92
507
$308K 0.02%
14,234
+3,732
508
$307K 0.02%
1,078
+54
509
$307K 0.02%
11,640
-90
510
$303K 0.02%
3,773
-127
511
$302K 0.02%
2,714
-16
512
$301K 0.02%
1,661
+208
513
$300K 0.02%
3,750
+3
514
$300K 0.02%
+8,440
515
$300K 0.02%
25,400
+11,300
516
$299K 0.02%
5,504
-1,000
517
$298K 0.02%
1,017
-21
518
$298K 0.02%
1,962
+32
519
$297K 0.02%
15,430
520
$296K 0.02%
7,241
-89
521
$295K 0.02%
1,933
+178
522
$293K 0.02%
+2,030
523
$292K 0.02%
1,751
+464
524
$290K 0.02%
40,435
525
$286K 0.02%
+4,651
19 20
21
22 23