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
76
$4.46M 0.33%
72,042
+5,898
77
$4.43M 0.33%
20,128
+716
78
$4.41M 0.32%
19,219
+1,654
79
$4.4M 0.32%
66,955
+53,877
80
$4.39M 0.32%
111,650
+4,920
81
$4.38M 0.32%
42,193
+4,036
82
$4.37M 0.32%
92,853
+4,143
83
$4.34M 0.32%
118,427
-34,198
84
$4.33M 0.32%
18,513
+1,754
85
$4.29M 0.32%
34,240
+2,120
86
$4.29M 0.32%
63,223
-29,074
87
$4.19M 0.31%
21,796
+565
88
$4.16M 0.31%
215,769
+94,043
89
$4.07M 0.3%
20,488
+207
90
$4.05M 0.3%
78,711
+22,771
91
$3.97M 0.29%
23,906
+2,413
92
$3.95M 0.29%
17,682
+184
93
$3.93M 0.29%
19,863
+92
94
$3.92M 0.29%
18,582
+435
95
$3.9M 0.29%
50,394
+25,094
96
$3.89M 0.29%
49,958
+621
97
$3.88M 0.29%
16,925
-2,406
98
$3.85M 0.28%
15,475
+296
99
$3.84M 0.28%
60,282
+2,179
100
$3.84M 0.28%
45,980
+270
2 3
4
5 6