IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
1-Year Return
21.59%
This Quarter Return
+7.28%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.09B
AUM Growth
+$182M
(+20%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
11.91%
Top 10 Holdings %
Top 10 Hldgs %
20.12%
Holding
590
New
93
Increased
294
Reduced
128
Closed
51
Top Buys
Top Sells
| 1 |
eXp World Holdings
EXPI
|
$11.8M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$9.57M |
| 3 |
iShares Morningstar US Equity ETF
ILCB
|
$6.12M |
| 4 |
ARK Fintech Innovation ETF
ARKF
|
$5.63M |
| 5 |
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% |
