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
151
$2.3M 0.17%
132,780
-1,752
152
$2.25M 0.17%
48,318
+30,544
153
$2.19M 0.16%
14,745
+1,198
154
$2.16M 0.16%
100,588
+50,096
155
$2.14M 0.16%
33,715
+724
156
$2.13M 0.16%
14,422
+2,417
157
$2.13M 0.16%
33,686
+1,344
158
$2.06M 0.15%
36,656
+752
159
$2.05M 0.15%
20,024
+5,731
160
$2.04M 0.15%
10,517
+866
161
$1.99M 0.15%
39,553
+15,799
162
$1.9M 0.14%
11,614
+1,813
163
$1.85M 0.14%
94,800
-31,200
164
$1.81M 0.13%
8,049
-800
165
$1.77M 0.13%
29,430
+2,526
166
$1.76M 0.13%
11,377
+869
167
$1.74M 0.13%
59,141
-13,521
168
$1.74M 0.13%
+83,570
169
$1.73M 0.13%
5,933
+886
170
$1.71M 0.13%
3,385
+120
171
$1.65M 0.12%
31,488
+10,000
172
$1.63M 0.12%
12,098
+2,716
173
$1.63M 0.12%
5,516
+337
174
$1.6M 0.12%
26,445
+22,610
175
$1.58M 0.12%
10,241
+145
5 6
7
8 9