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
51
$5.83M 0.39%
24,104
-35,842
52
$5.73M 0.38%
51,968
+6,482
53
$5.71M 0.38%
113,074
+34,363
54
$5.6M 0.37%
6,678
+371
55
$5.55M 0.37%
91,271
+10,259
56
$5.5M 0.37%
30,217
+2,465
57
$5.39M 0.36%
96,375
+11,827
58
$5.2M 0.34%
15,054
+1,551
59
$5.19M 0.34%
23,730
+4,511
60
$5.16M 0.34%
59,973
+7,075
61
$5.12M 0.34%
40,873
+2,047
62
$5.07M 0.34%
80,156
-3,062
63
$5.07M 0.34%
134,951
+16,524
64
$5.03M 0.33%
26,176
+4,380
65
$5.03M 0.33%
84,928
+49,168
66
$4.99M 0.33%
34,986
+1,660
67
$4.93M 0.33%
97,282
-3,808
68
$4.91M 0.33%
14,113
+139
69
$4.89M 0.32%
285,259
+8,493
70
$4.89M 0.32%
232,313
-9,194
71
$4.88M 0.32%
59,220
+2,644
72
$4.81M 0.32%
24,560
+4,432
73
$4.77M 0.32%
8,290
+603
74
$4.75M 0.31%
69,758
-24
75
$4.74M 0.31%
21,529
-6,983
1 2
3
4 5