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
101
$3.8M 0.28%
109,119
-1,637
102
$3.77M 0.28%
206,816
+37,800
103
$3.74M 0.27%
36,650
+33,013
104
$3.73M 0.27%
25,518
+23,216
105
$3.68M 0.27%
15,916
+313
106
$3.66M 0.27%
19,653
+1,300
107
$3.65M 0.27%
20,470
+19,093
108
$3.63M 0.27%
139,412
+20,688
109
$3.39M 0.25%
26,828
+143
110
$3.39M 0.25%
19,671
+1,148
111
$3.37M 0.25%
69,515
+17,637
112
$3.33M 0.25%
+37,911
113
$3.33M 0.24%
+64,640
114
$3.32M 0.24%
18,886
+488
115
$3.32M 0.24%
81,085
+1,044
116
$3.28M 0.24%
28,400
+6,725
117
$3.23M 0.24%
44,949
-83
118
$3.22M 0.24%
34,796
+319
119
$3.21M 0.24%
+49,694
120
$3.21M 0.24%
116,125
+65,750
121
$3.21M 0.24%
159,577
+4,467
122
$3.15M 0.23%
5,957
+241
123
$3.13M 0.23%
12,862
+69
124
$3.08M 0.23%
34,961
-121
125
$3.07M 0.23%
36,041
+3,285
3 4
5
6 7