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
101
$4.02M 0.27%
34,592
+3,808
102
$4.01M 0.27%
20,643
+990
103
$3.97M 0.26%
29,845
-3,730
104
$3.89M 0.26%
24,624
+1,364
105
$3.85M 0.26%
16,276
+3,945
106
$3.81M 0.25%
19,376
-487
107
$3.79M 0.25%
53,964
+3,570
108
$3.79M 0.25%
16,411
-514
109
$3.77M 0.25%
31,137
+4,309
110
$3.76M 0.25%
42,669
+35,705
111
$3.76M 0.25%
67,349
+2,709
112
$3.76M 0.25%
22,218
+3,332
113
$3.71M 0.25%
62,498
+54,885
114
$3.69M 0.24%
50,644
+5,695
115
$3.62M 0.24%
46,610
+2,791
116
$3.55M 0.24%
21,173
+1,502
117
$3.53M 0.23%
65,922
-27,283
118
$3.5M 0.23%
42,409
+4,498
119
$3.49M 0.23%
23,363
+8,941
120
$3.42M 0.23%
28,989
+6,737
121
$3.39M 0.22%
33,283
+8,083
122
$3.38M 0.22%
+39,611
123
$3.32M 0.22%
191,454
+58,674
124
$3.29M 0.22%
44,818
-30,207
125
$3.25M 0.22%
+69,132
3 4
5
6 7