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
576
$213K 0.01%
+3,551
577
$210K 0.01%
2,618
-4,984
578
$209K 0.01%
2,089
579
$208K 0.01%
+3,278
580
$207K 0.01%
+1,278
581
$205K 0.01%
725
+4
582
$202K 0.01%
+2,500
583
$200K 0.01%
+3,131
584
$184K 0.01%
17,237
+2,028
585
$171K 0.01%
12,649
+58
586
$155K 0.01%
10,838
+136
587
$150K 0.01%
+10,194
588
$134K 0.01%
11,215
-13,281
589
$133K 0.01%
3,012
-17
590
$121K 0.01%
12,167
+199
591
$110K 0.01%
20,000
-8,100
592
$108K 0.01%
12,550
-1,580
593
$99K 0.01%
13,000
594
$94K 0.01%
15,700
595
$87K 0.01%
22,000
+12,000
596
$83K 0.01%
11,000
+500
597
$81K 0.01%
2,424
598
$75K 0.01%
10,733
-29,389
599
$59K ﹤0.01%
40,000
600
$57K ﹤0.01%
12,000
22 23
24
25 26