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
101
$3.13M 0.29%
53,843
+36,142
102
$3.12M 0.29%
19,400
+6,652
103
$3.09M 0.28%
110,756
+20,309
104
$3.08M 0.28%
+26,685
105
$3.06M 0.28%
40,165
+4,052
106
$3.06M 0.28%
35,082
+74
107
$3.04M 0.28%
+34,477
108
$2.98M 0.27%
1,976
+1,408
109
$2.98M 0.27%
5,716
-78
110
$2.96M 0.27%
118,724
+15,324
111
$2.94M 0.27%
32,559
+4,078
112
$2.91M 0.27%
13,015
+1,381
113
$2.89M 0.26%
18,353
+1,590
114
$2.87M 0.26%
18,523
-241
115
$2.86M 0.26%
+70,155
116
$2.85M 0.26%
27,223
+5,755
117
$2.8M 0.26%
+35,517
118
$2.75M 0.25%
21,262
+12,302
119
$2.75M 0.25%
55,940
+16,351
120
$2.74M 0.25%
169,016
+45,520
121
$2.64M 0.24%
45,032
+17,812
122
$2.64M 0.24%
32,756
+2,543
123
$2.59M 0.24%
21,581
-85
124
$2.53M 0.23%
11,669
+954
125
$2.52M 0.23%
51,878
+27,320
3 4
5
6 7