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
101
$2.53M 0.28%
12,902
+3,938
102
$2.48M 0.27%
21,367
-554
103
$2.47M 0.27%
13,641
+866
104
$2.47M 0.27%
33,204
+5,364
105
$2.46M 0.27%
11,634
+831
106
$2.46M 0.27%
17,338
+2,722
107
$2.44M 0.27%
+50,500
108
$2.43M 0.27%
48,594
-9,124
109
$2.4M 0.26%
28,481
-605
110
$2.37M 0.26%
21,666
+449
111
$2.36M 0.26%
+53,228
112
$2.36M 0.26%
19,646
-6,837
113
$2.34M 0.26%
+23,427
114
$2.33M 0.26%
63,183
+2,729
115
$2.3M 0.25%
103,400
+12,828
116
$2.28M 0.25%
10,715
-390
117
$2.24M 0.25%
+90,447
118
$2.23M 0.24%
75,646
+65,751
119
$2.21M 0.24%
33,201
-58
120
$2.2M 0.24%
40,308
-591
121
$2.19M 0.24%
3,059
+435
122
$2.18M 0.24%
76,102
-17,183
123
$2.13M 0.23%
17,857
-11
124
$2.11M 0.23%
23,046
-260
125
$2.1M 0.23%
22,852
-1,009
3 4
5
6 7