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
151
$2.46M 0.16%
+67,495
152
$2.45M 0.16%
9,631
153
$2.41M 0.16%
50,354
+38,786
154
$2.4M 0.16%
45,082
+8,426
155
$2.39M 0.16%
47,483
+7,930
156
$2.38M 0.16%
112,800
+18,000
157
$2.37M 0.16%
40,282
+6,596
158
$2.27M 0.15%
99,602
-2,846
159
$2.26M 0.15%
13,772
-1,041
160
$2.26M 0.15%
16,146
+4,048
161
$2.22M 0.15%
46,115
-23,400
162
$2.18M 0.14%
99,017
-1,571
163
$2.16M 0.14%
22,192
-43,491
164
$2.14M 0.14%
21,850
+1,826
165
$2.12M 0.14%
4,720
+1,541
166
$2.1M 0.14%
6,216
+2,251
167
$2.07M 0.14%
14,266
+2,889
168
$2.03M 0.13%
27,853
+7,752
169
$2.02M 0.13%
6,313
+797
170
$2.02M 0.13%
7,433
+3,854
171
$2.01M 0.13%
3,520
+135
172
$2.01M 0.13%
7,721
+1,788
173
$2M 0.13%
19,457
+8,514
174
$1.95M 0.13%
66,102
-1,892
175
$1.93M 0.13%
20,419
+10,673
5 6
7
8 9