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
176
$1.19M 0.13%
20,563
-1,874
177
$1.18M 0.13%
4,906
-1,556
178
$1.16M 0.13%
41,627
+1,693
179
$1.16M 0.13%
11,542
+4,677
180
$1.15M 0.13%
7,598
+279
181
$1.15M 0.13%
11,835
+2,161
182
$1.14M 0.13%
15,797
-1,067
183
$1.14M 0.13%
13,229
-48
184
$1.12M 0.12%
43,309
-2,857
185
$1.11M 0.12%
15,561
+2,721
186
$1.11M 0.12%
7,958
-8,010
187
$1.1M 0.12%
20,208
-762
188
$1.09M 0.12%
14,994
+597
189
$1.09M 0.12%
44,530
-52,691
190
$1.05M 0.12%
2,511
+150
191
$1.05M 0.12%
13,989
-1,109
192
$1.01M 0.11%
21,630
-4,775
193
$1.01M 0.11%
2,637
+24
194
$1.01M 0.11%
4,330
+508
195
$996K 0.11%
9,764
+712
196
$996K 0.11%
6,373
-1,752
197
$995K 0.11%
17,701
-15,051
198
$994K 0.11%
7,270
+5,301
199
$993K 0.11%
7,515
+551
200
$976K 0.11%
8,950
+31
6 7
8
9 10