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
526
$240K 0.02%
+4,999
527
$239K 0.02%
4,032
528
$238K 0.02%
1,185
-72
529
$235K 0.02%
12,594
-14,429
530
$234K 0.02%
+7,550
531
$233K 0.02%
3,906
+16
532
$232K 0.02%
+1,646
533
$231K 0.02%
8,000
534
$228K 0.02%
3,599
+194
535
$227K 0.02%
1,205
-40
536
$226K 0.02%
+516
537
$224K 0.02%
3,741
-89
538
$223K 0.02%
1,323
-739
539
$221K 0.02%
+3,340
540
$220K 0.02%
11,928
+1,246
541
$219K 0.02%
873
-1,008
542
$219K 0.02%
+8,542
543
$216K 0.02%
7,946
544
$214K 0.02%
14,100
-48,050
545
$211K 0.02%
+10,850
546
$211K 0.02%
+1,457
547
$210K 0.02%
+886
548
$209K 0.02%
4,833
-157
549
$209K 0.02%
2,089
550
$209K 0.02%
28,100
-6,400
20 21
22
23 24