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
76
$4.74M 0.31%
17,349
-27
77
$4.72M 0.31%
42,031
-162
78
$4.7M 0.31%
26,165
+5,695
79
$4.64M 0.31%
20,812
+2,299
80
$4.62M 0.31%
249,408
+42,592
81
$4.6M 0.31%
44,949
+8,299
82
$4.59M 0.3%
34,420
+180
83
$4.51M 0.3%
18,706
+2,790
84
$4.51M 0.3%
+174,140
85
$4.49M 0.3%
74,785
+59,025
86
$4.48M 0.3%
45,506
+40,481
87
$4.44M 0.29%
34,426
+370
88
$4.44M 0.29%
34,862
+16,573
89
$4.43M 0.29%
114,180
+2,530
90
$4.41M 0.29%
+513,052
91
$4.37M 0.29%
7,157
+1,200
92
$4.36M 0.29%
21,823
+1,335
93
$4.26M 0.28%
67,425
+470
94
$4.18M 0.28%
61,911
-1,312
95
$4.15M 0.28%
89,274
-3,579
96
$4.15M 0.28%
15,700
+225
97
$4.14M 0.27%
55,647
-11,964
98
$4.12M 0.27%
217,496
+1,727
99
$4.08M 0.27%
31,725
+23,357
100
$4.03M 0.27%
160,972
+21,560
2 3
4
5 6