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
551
$243K 0.02%
9,436
+100
552
$242K 0.02%
+3,319
553
$240K 0.02%
8,081
-2,152
554
$240K 0.02%
1,615
-116
555
$239K 0.02%
+4,812
556
$237K 0.02%
4,032
557
$233K 0.02%
3,768
+27
558
$233K 0.02%
+2,624
559
$231K 0.02%
+1,330
560
$231K 0.02%
2,797
+449
561
$227K 0.02%
3,202
562
$224K 0.01%
11,701
-893
563
$224K 0.01%
3,946
-2,328
564
$224K 0.01%
+4,698
565
$224K 0.01%
+1,147
566
$223K 0.01%
5,314
-5
567
$223K 0.01%
+2,185
568
$222K 0.01%
+1,675
569
$222K 0.01%
1,706
-3,695
570
$220K 0.01%
1,988
-969
571
$217K 0.01%
10,576
-7,262
572
$217K 0.01%
+986
573
$214K 0.01%
6,060
-194
574
$214K 0.01%
8,583
+41
575
$214K 0.01%
12,122
+194
21 22
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