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
176
$1.31M 0.12%
9,239
+6,366
177
$1.28M 0.12%
3,643
+98
178
$1.28M 0.12%
5,649
+1,319
179
$1.27M 0.12%
196,773
+115,175
180
$1.27M 0.12%
9,382
+1,424
181
$1.25M 0.11%
4,845
-81
182
$1.23M 0.11%
44,168
+859
183
$1.23M 0.11%
5,047
+1,255
184
$1.22M 0.11%
13,273
+44
185
$1.21M 0.11%
7,982
+712
186
$1.19M 0.11%
4,883
+1,323
187
$1.19M 0.11%
15,861
+64
188
$1.18M 0.11%
71,193
-3,204
189
$1.17M 0.11%
16,613
+3,436
190
$1.15M 0.1%
23,754
+15,663
191
$1.15M 0.1%
37,460
+8,242
192
$1.13M 0.1%
5,589
+2,193
193
$1.12M 0.1%
2,780
-295
194
$1.12M 0.1%
10,100
+2,950
195
$1.12M 0.1%
22,840
+2,286
196
$1.11M 0.1%
21,488
+10,371
197
$1.09M 0.1%
16,676
+5,193
198
$1.08M 0.1%
23,518
-8,043
199
$1.07M 0.1%
9,036
+86
200
$1.07M 0.1%
31,590
-8,070
6 7
8
9 10