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
126
$2.52M 0.23%
15,743
-3,182
127
$2.45M 0.22%
21,675
+2,029
128
$2.4M 0.22%
24,847
+1,801
129
$2.3M 0.21%
35,904
-2,397
130
$2.3M 0.21%
121,726
+13,764
131
$2.3M 0.21%
3,380
+321
132
$2.28M 0.21%
30,632
+6,296
133
$2.28M 0.21%
25,690
-35,824
134
$2.23M 0.2%
21,850
+12,086
135
$2.2M 0.2%
9,959
+1,784
136
$2.16M 0.2%
59,531
-3,652
137
$2.15M 0.2%
134,532
-1,824
138
$2.11M 0.19%
72,662
-3,440
139
$2.07M 0.19%
8,729
140
$2.07M 0.19%
10,439
+6,528
141
$2.03M 0.19%
130,425
+23,525
142
$2M 0.18%
32,991
+3,323
143
$1.92M 0.18%
13,547
-14,117
144
$1.9M 0.17%
15,858
-31,004
145
$1.89M 0.17%
8,849
-10,358
146
$1.89M 0.17%
21,288
+6,394
147
$1.83M 0.17%
9,651
+861
148
$1.81M 0.17%
32,342
+546
149
$1.79M 0.16%
19,509
+814
150
$1.78M 0.16%
5,396
-3,154
4 5
6
7 8