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
76
$3.25M 0.36%
14,458
+458
77
$3.22M 0.35%
11,800
+9,163
78
$3.21M 0.35%
15,750
-185
79
$3.19M 0.35%
13,865
-10,280
80
$3.19M 0.35%
16,407
-424
81
$3.13M 0.34%
5,794
+579
82
$3.06M 0.34%
35,008
+7,027
83
$2.97M 0.33%
19,643
-103
84
$2.94M 0.32%
17,409
-16
85
$2.91M 0.32%
10,430
-530
86
$2.88M 0.32%
132,112
-1,028
87
$2.86M 0.31%
13,345
-117
88
$2.82M 0.31%
10,690
+110
89
$2.82M 0.31%
19,268
+26
90
$2.81M 0.31%
+45,605
91
$2.79M 0.31%
75,774
-3,515
92
$2.77M 0.3%
16,763
+2,204
93
$2.77M 0.3%
18,764
-184
94
$2.74M 0.3%
12,524
+480
95
$2.71M 0.3%
75,237
-1,138
96
$2.67M 0.29%
33,364
-80,321
97
$2.64M 0.29%
58,673
-1,684
98
$2.63M 0.29%
30,213
+6,269
99
$2.61M 0.29%
8,550
-1,110
100
$2.57M 0.28%
29,300
+1,900
2 3
4
5 6