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
126
$3.23M 0.21%
51,374
+1,680
127
$3.23M 0.21%
75,975
+9,307
128
$3.15M 0.21%
36,063
+1,102
129
$3.15M 0.21%
16,335
-2,247
130
$3.12M 0.21%
85,435
+4,350
131
$3.09M 0.21%
13,509
+3,000
132
$3.07M 0.2%
3,891
+207
133
$3.05M 0.2%
34,121
+6,568
134
$3M 0.2%
39,844
+5,048
135
$2.99M 0.2%
37,727
+1,686
136
$2.95M 0.2%
13,893
+2,176
137
$2.94M 0.2%
105,601
-10,524
138
$2.93M 0.19%
28,887
+666
139
$2.91M 0.19%
76,414
+5,100
140
$2.86M 0.19%
35,664
+2,273
141
$2.86M 0.19%
66,462
+5,592
142
$2.85M 0.19%
31,214
-190
143
$2.85M 0.19%
13,422
+560
144
$2.85M 0.19%
97,934
-11,185
145
$2.71M 0.18%
42,529
-17,753
146
$2.71M 0.18%
58,039
+5,376
147
$2.69M 0.18%
17,852
+3,107
148
$2.68M 0.18%
13,201
+2,684
149
$2.65M 0.18%
55,828
+7,510
150
$2.6M 0.17%
26,612
+768
4 5
6
7 8