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
176
$1.57M 0.12%
60,255
-1,227
177
$1.52M 0.11%
31,829
+1,728
178
$1.51M 0.11%
20,603
+3,990
179
$1.51M 0.11%
10,330
+230
180
$1.49M 0.11%
+17,000
181
$1.48M 0.11%
7,206
+361
182
$1.48M 0.11%
20,101
+941
183
$1.48M 0.11%
+28,573
184
$1.45M 0.11%
66,560
+285
185
$1.41M 0.1%
14,277
+1,004
186
$1.4M 0.1%
5,285
-16
187
$1.39M 0.1%
8,758
+776
188
$1.39M 0.1%
4,840
-5
189
$1.38M 0.1%
12,511
-1,245
190
$1.37M 0.1%
24,090
+9,139
191
$1.37M 0.1%
3,965
-1,431
192
$1.36M 0.1%
68,782
-1,852
193
$1.36M 0.1%
22,886
+46
194
$1.33M 0.1%
4,767
-822
195
$1.31M 0.1%
2,791
+11
196
$1.3M 0.1%
22,784
+7,399
197
$1.29M 0.09%
5,670
+21
198
$1.27M 0.09%
44,443
+275
199
$1.27M 0.09%
18,997
+3,795
200
$1.26M 0.09%
3,179
-464
6 7
8
9 10