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
551
$209K 0.02%
1,544
552
$208K 0.02%
+3,445
553
$208K 0.02%
+1,287
554
$206K 0.02%
4,218
-1,495
555
$204K 0.02%
+2,377
556
$202K 0.01%
+3,488
557
$200K 0.01%
+2,348
558
$200K 0.01%
+6,272
559
$200K 0.01%
+924
560
$180K 0.01%
12,591
+1,043
561
$159K 0.01%
15,209
+43
562
$156K 0.01%
10,525
563
$137K 0.01%
3,029
-1,440
564
$129K 0.01%
10,702
+352
565
$126K 0.01%
14,130
-6,650
566
$126K 0.01%
13,000
-4,000
567
$119K 0.01%
11,968
-5,864
568
$114K 0.01%
10,500
569
$87K 0.01%
2,424
-80
570
$76K 0.01%
15,700
571
$69K 0.01%
733
572
$51K ﹤0.01%
21,000
-1,500
573
$49K ﹤0.01%
12,000
+2,000
574
$48K ﹤0.01%
+40,000
575
$42K ﹤0.01%
10,000
-8,450
21 22
23
24 25