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
176
$1.88M 0.12%
35,815
+4,327
177
$1.85M 0.12%
26,055
+5,452
178
$1.8M 0.12%
86,768
+3,198
179
$1.8M 0.12%
15,697
+10,501
180
$1.79M 0.12%
24,436
+20,020
181
$1.79M 0.12%
10,874
+633
182
$1.75M 0.12%
7,988
-61
183
$1.74M 0.12%
13,207
+11,346
184
$1.72M 0.11%
67,344
+7,089
185
$1.69M 0.11%
27,707
+4,821
186
$1.64M 0.11%
26,184
-3,246
187
$1.64M 0.11%
26,953
-6,762
188
$1.63M 0.11%
32,001
+3,428
189
$1.6M 0.11%
31,606
+26,427
190
$1.57M 0.1%
81,374
+12,592
191
$1.56M 0.1%
14,177
-42,696
192
$1.55M 0.1%
9,878
+1,120
193
$1.54M 0.1%
75,571
+9,011
194
$1.52M 0.1%
5,232
+392
195
$1.51M 0.1%
51,062
-8,079
196
$1.5M 0.1%
132,880
-13,720
197
$1.48M 0.1%
6,203
+918
198
$1.48M 0.1%
17,000
199
$1.47M 0.1%
10,860
+530
200
$1.47M 0.1%
+17,462
6 7
8
9 10