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
$1.09B
AUM Growth
+$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$11.5M
3
+$10.1M
4
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$9.14M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$6.4M

Top Sells

1
+$11.8M
2
+$9.57M
3
+$6.12M
4
ARKF icon
ARK Fintech Innovation ETF
ARKF
+$5.63M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$4.24M

Sector Composition

1 Technology 10.63%
2 Industrials 7.29%
3 Consumer Discretionary 6.74%
4 Financials 6.23%
5 Healthcare 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.04M 0.46%
64,918
-7,684
52
$4.91M 0.45%
13,284
+1,279
53
$4.88M 0.45%
44,811
+2,510
54
$4.84M 0.44%
76,736
+5,921
55
$4.79M 0.44%
13,461
+1,646
56
$4.79M 0.44%
43,837
+5,316
57
$4.67M 0.43%
+88,343
58
$4.67M 0.43%
27,453
+453
59
$4.65M 0.43%
6,171
+194
60
$4.53M 0.41%
38,361
+3,101
61
$4.53M 0.41%
83,689
+55,205
62
$4.41M 0.4%
17,245
-809
63
$4.28M 0.39%
19,412
+2,638
64
$4.1M 0.37%
106,730
+3,152
65
$4.02M 0.37%
88,710
+50,670
66
$4.01M 0.37%
21,231
+134
67
$3.98M 0.36%
30,637
-32,595
68
$3.96M 0.36%
51,245
+35,684
69
$3.89M 0.36%
16,284
+1,826
70
$3.88M 0.35%
17,565
+4,663
71
$3.88M 0.35%
17,498
+1,748
72
$3.85M 0.35%
13,680
+1,880
73
$3.82M 0.35%
20,281
+1,616
74
$3.81M 0.35%
77,767
-20,115
75
$3.8M 0.35%
52,862
+44,815
1 2
3
4 5