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
51
$5.47M 0.4%
97,714
+5,854
52
$5.43M 0.4%
33,326
+13,103
53
$5.34M 0.39%
83,218
-33,962
54
$5.32M 0.39%
98,801
+21,034
55
$5.13M 0.38%
101,090
-3,834
56
$5.11M 0.38%
13,503
+219
57
$5.1M 0.38%
13,974
+513
58
$5.09M 0.37%
45,486
+1,649
59
$5.04M 0.37%
43,819
+3,654
60
$5.01M 0.37%
67,611
+14,749
61
$5M 0.37%
93,205
+4,862
62
$4.93M 0.36%
81,012
+27,169
63
$4.87M 0.36%
34,056
-9,980
64
$4.85M 0.36%
+241,507
65
$4.83M 0.36%
17,376
+131
66
$4.82M 0.35%
84,548
+859
67
$4.82M 0.35%
38,826
+465
68
$4.75M 0.35%
+276,766
69
$4.72M 0.35%
63,029
+14,878
70
$4.71M 0.35%
27,128
+7,728
71
$4.69M 0.35%
17,365
+1,081
72
$4.68M 0.34%
56,576
-25,140
73
$4.51M 0.33%
52,898
+1,653
74
$4.51M 0.33%
33,575
+2,938
75
$4.5M 0.33%
7,687
+243
1 2
3
4 5