IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
1-Year Return
21.59%
This Quarter Return
+5.76%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.36B
AUM Growth
+$264M
(+24%)
Cap. Flow
+$206M
Cap. Flow
% of AUM
15.12%
Top 10 Holdings %
Top 10 Hldgs %
23.29%
Holding
616
New
77
Increased
309
Reduced
161
Closed
40
Top Buys
| 1 |
eXp World Holdings
EXPI
|
$55M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$18.9M |
| 3 |
Invesco QQQ Trust
QQQ
|
$11.7M |
| 4 |
iShares Russell 1000 ETF
IWB
|
$11.4M |
| 5 |
RMO
Romeo Power, Inc.
RMO
|
$10.6M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$6.42M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.14M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$4.98M |
| 4 |
Steel Dynamics
STLD
|
$3.35M |
| 5 |
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% |
