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
76
$3.73M 0.34%
+18,147
77
$3.61M 0.33%
19,331
+1,922
78
$3.55M 0.32%
66,144
+8,994
79
$3.55M 0.32%
16,759
+4,235
80
$3.54M 0.32%
7,444
-264
81
$3.53M 0.32%
15,179
-1,228
82
$3.5M 0.32%
15,603
+2,258
83
$3.49M 0.32%
58,816
+143
84
$3.48M 0.32%
80,041
+4,804
85
$3.47M 0.32%
48,151
-454
86
$3.46M 0.32%
21,493
+2,225
87
$3.46M 0.32%
49,337
+44,210
88
$3.44M 0.31%
37,595
-1,856
89
$3.44M 0.31%
45,710
+40,742
90
$3.43M 0.31%
58,103
+37,540
91
$3.41M 0.31%
23,185
+137
92
$3.4M 0.31%
18,398
+4,757
93
$3.39M 0.31%
19,771
+128
94
$3.35M 0.31%
66,016
-9,758
95
$3.34M 0.3%
38,157
+4,953
96
$3.32M 0.3%
32,120
+2,820
97
$3.3M 0.3%
155,110
+22,998
98
$3.26M 0.3%
44,798
-807
99
$3.21M 0.29%
20,223
+2,885
100
$3.18M 0.29%
12,793
-1,072
2 3
4
5 6