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
526
$112K 0.01%
+150
527
$111K 0.01%
+16,593
528
$108K 0.01%
15,900
-6,400
529
$104K 0.01%
10,350
530
$82K 0.01%
+18,846
531
$80K 0.01%
+22,500
532
$80K 0.01%
18,450
-92,800
533
$65K 0.01%
+1,072
534
$61K 0.01%
10,100
-5,000
535
$47K ﹤0.01%
733
+233
536
$39K ﹤0.01%
15,700
537
$36K ﹤0.01%
+10,000
538
$30K ﹤0.01%
+82
539
– –
0
540
– –
-15,000
541
– –
-3,312
542
– –
-3,193
543
– –
-7,683
544
– –
-113,281
545
– –
-11,600
546
– –
-23,427
547
– –
-8,953
548
– –
-164,449
549
– –
-7,081
550
– –
-17,857
20 21
22
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