IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
This Quarter Return
+2.98%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$2.09B
AUM Growth
+$2.09B
(+0.19%)
Cap. Flow
+$41.4M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
25.44%
Holding
755
New
62
Increased
277
Reduced
316
Closed
68
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$24M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$20.2M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$9.92M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$8.54M |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$8.25M |
Top Sells
| 1 |
ProShares UltraShort S&P500
SDS
|
$16.6M |
| 2 |
Carvana
CVNA
|
$9.23M |
| 3 |
eXp World Holdings
EXPI
|
$7.96M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$7.54M |
| 5 |
Coty
COTY
|
$5.68M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Financials | 8.34% |
| 3 | Consumer Discretionary | 4.97% |
| 4 | Industrials | 4.48% |
| 5 | Healthcare | 4.38% |