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
$912M
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
525
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$4.52M
3
+$3.71M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$3.4M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.21M

Top Sells

1
+$8.21M
2
+$6.42M
3
+$4.43M
4
IMCV icon
iShares Morningstar Mid-Cap Value ETF
IMCV
+$4.19M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4M

Sector Composition

1 Technology 10.57%
2 Financials 6.61%
3 Consumer Discretionary 6.29%
4 Healthcare 6.27%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.27M 0.47%
19,933
-271
52
$4.26M 0.47%
12,005
+129
53
$4.23M 0.46%
12,056
-709
54
$4.22M 0.46%
11,815
+123
55
$4.19M 0.46%
18,054
+11
56
$4.13M 0.45%
35,260
-272
57
$4.12M 0.45%
38,521
+26,810
58
$4.1M 0.45%
27,664
+570
59
$4.01M 0.44%
122,158
-43,864
60
$3.99M 0.44%
103,578
+2,565
61
$3.85M 0.42%
7,708
+306
62
$3.74M 0.41%
19,207
-831
63
$3.71M 0.41%
+97,882
64
$3.7M 0.41%
67,424
+253
65
$3.67M 0.4%
59,289
+36,345
66
$3.61M 0.4%
39,451
+4,622
67
$3.5M 0.38%
51,504
+31,278
68
$3.49M 0.38%
16,774
+612
69
$3.46M 0.38%
21,097
+250
70
$3.4M 0.37%
+54,706
71
$3.38M 0.37%
57,150
+7,572
72
$3.38M 0.37%
18,925
-11,519
73
$3.36M 0.37%
48,605
-23,119
74
$3.29M 0.36%
18,665
-333
75
$3.25M 0.36%
23,048
+1,637
1 2
3
4 5