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
126
$2.1M 0.23%
46,812
-48,399
127
$2.07M 0.23%
107,962
+21,642
128
$2.07M 0.23%
136,356
+8,130
129
$2.06M 0.23%
12,748
+8,576
130
$1.99M 0.22%
41,764
-212
131
$1.98M 0.22%
123,496
+23,312
132
$1.95M 0.21%
8,729
133
$1.91M 0.21%
38,301
-1,101
134
$1.89M 0.21%
28,065
+156
135
$1.87M 0.2%
39,589
+5,022
136
$1.85M 0.2%
85,353
-2,377
137
$1.83M 0.2%
38,040
-3,234
138
$1.81M 0.2%
21,468
+5,371
139
$1.81M 0.2%
+22,590
140
$1.73M 0.19%
29,668
+4,686
141
$1.69M 0.19%
8,175
+1,111
142
$1.61M 0.18%
80,913
+44,745
143
$1.59M 0.17%
18,695
+13,095
144
$1.58M 0.17%
24,336
-4,321
145
$1.57M 0.17%
25,301
+9,870
146
$1.57M 0.17%
+27,220
147
$1.56M 0.17%
14,282
-318
148
$1.52M 0.17%
11,697
+178
149
$1.51M 0.17%
3,251
-69
150
$1.49M 0.16%
28,484
+7,202
4 5
6
7 8