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
151
$1.45M 0.16%
63,969
-1,752
152
$1.45M 0.16%
8,960
-7,573
153
$1.44M 0.16%
+31,561
154
$1.44M 0.16%
106,900
+15,300
155
$1.41M 0.15%
8,790
+39
156
$1.39M 0.15%
40,320
-4,480
157
$1.38M 0.15%
14,894
+3,609
158
$1.38M 0.15%
74,397
-12,585
159
$1.37M 0.15%
7,683
-6,280
160
$1.35M 0.15%
9,516
+224
161
$1.34M 0.15%
3,545
-546
162
$1.33M 0.15%
3,075
-6
163
$1.31M 0.14%
31,796
-772
164
$1.29M 0.14%
+50,411
165
$1.29M 0.14%
71,566
+1,344
166
$1.27M 0.14%
18,390
+2,665
167
$1.26M 0.14%
76,585
+2,551
168
$1.25M 0.14%
4,926
+192
169
$1.25M 0.14%
+38,790
170
$1.24M 0.14%
5,235
+33
171
$1.23M 0.14%
13,936
+556
172
$1.2M 0.13%
39,660
-765
173
$1.2M 0.13%
+21,270
174
$1.2M 0.13%
+24,558
175
$1.2M 0.13%
23,529
+1,600
5 6
7
8 9