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
151
$1.76M 0.16%
11,927
+10,271
152
$1.67M 0.15%
+126,000
153
$1.66M 0.15%
+24,468
154
$1.65M 0.15%
25,300
+2,710
155
$1.59M 0.15%
12,005
+308
156
$1.59M 0.15%
20,995
+2,605
157
$1.58M 0.14%
69,468
+24,938
158
$1.54M 0.14%
30,101
+11,052
159
$1.52M 0.14%
61,482
-2,487
160
$1.52M 0.14%
13,756
+9,860
161
$1.51M 0.14%
66,275
-19,078
162
$1.49M 0.14%
3,265
+14
163
$1.48M 0.14%
26,904
+6,696
164
$1.48M 0.13%
9,801
+2,203
165
$1.46M 0.13%
19,160
+5,171
166
$1.45M 0.13%
10,096
+2,581
167
$1.44M 0.13%
50,375
+8,748
168
$1.43M 0.13%
5,179
+1,572
169
$1.42M 0.13%
5,301
+66
170
$1.41M 0.13%
46,266
-4,145
171
$1.41M 0.13%
14,293
+357
172
$1.4M 0.13%
10,508
+992
173
$1.38M 0.13%
6,845
+1,571
174
$1.37M 0.12%
+74,713
175
$1.33M 0.12%
70,634
-932
5 6
7
8 9