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
$1.51B
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
Energy Select Sector SPDR Fund
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
526
$286K 0.02%
19,600
527
$282K 0.02%
8,079
-2,379
528
$281K 0.02%
+1,249
529
$281K 0.02%
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846
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531
$278K 0.02%
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532
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+5,314
533
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13,711
-11,345
534
$277K 0.02%
2,016
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535
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536
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116
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$272K 0.02%
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539
$262K 0.02%
3,740
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540
$258K 0.02%
7,924
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545
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$248K 0.02%
2,523
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547
$248K 0.02%
43,000
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548
$247K 0.02%
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549
$247K 0.02%
11,155
+305
550
$243K 0.02%
826
-416
20 21
22
23 24