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
126
$3.05M 0.22%
71,314
+1,159
127
$3.03M 0.22%
23,260
+1,998
128
$3M 0.22%
33,391
+832
129
$2.99M 0.22%
30,784
+152
130
$2.96M 0.22%
3,684
+304
131
$2.96M 0.22%
28,221
+998
132
$2.93M 0.22%
12,331
+2,372
133
$2.87M 0.21%
31,404
-6,191
134
$2.83M 0.21%
36,467
+950
135
$2.75M 0.2%
66,668
-77,877
136
$2.67M 0.2%
52,663
-6,153
137
$2.58M 0.19%
22,252
+671
138
$2.57M 0.19%
11,717
+48
139
$2.56M 0.19%
25,200
+5,691
140
$2.55M 0.19%
25,844
+997
141
$2.54M 0.19%
10,509
+70
142
$2.48M 0.18%
27,553
+6,265
143
$2.46M 0.18%
9,631
+902
144
$2.46M 0.18%
102,448
+27,735
145
$2.45M 0.18%
14,813
-930
146
$2.39M 0.18%
35,760
-40,976
147
$2.38M 0.18%
60,870
+1,339
148
$2.32M 0.17%
146,600
+16,175
149
$2.31M 0.17%
+67,994
150
$2.3M 0.17%
18,289
+13,351
4 5
6
7 8