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
526
$286K 0.02%
19,600
527
$282K 0.02%
8,079
-2,379
528
$281K 0.02%
+1,249
529
$281K 0.02%
5,922
-333
530
$280K 0.02%
846
+18
531
$278K 0.02%
5,764
-50
532
$277K 0.02%
13,711
-11,345
533
$277K 0.02%
2,016
+172
534
$277K 0.02%
+5,314
535
$276K 0.02%
2,302
536
$275K 0.02%
116
-1
537
$272K 0.02%
4,644
+1,199
538
$265K 0.02%
1,014
+115
539
$262K 0.02%
3,740
+1,363
540
$258K 0.02%
7,924
+1,154
541
$256K 0.02%
2,365
+2
542
$255K 0.02%
1,273
-97
543
$255K 0.02%
3,247
-33,220
544
$252K 0.02%
11,016
-562
545
$249K 0.02%
2,965
-248
546
$248K 0.02%
2,523
-1,586
547
$248K 0.02%
43,000
-74,500
548
$247K 0.02%
5,968
-490
549
$247K 0.02%
11,155
+305
550
$243K 0.02%
826
-416
20 21
22
23 24