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
201
$961K 0.11%
31,300
-700
202
$952K 0.1%
12,192
-27,844
203
$943K 0.1%
7,089
-3,163
204
$942K 0.1%
3,607
+142
205
$908K 0.1%
29,629
+4,161
206
$907K 0.1%
29,218
+5,136
207
$892K 0.1%
2,325
+1,525
208
$888K 0.1%
3,792
+168
209
$885K 0.1%
+13,177
210
$872K 0.1%
3,560
+814
211
$872K 0.1%
17,350
-2,700
212
$864K 0.09%
26,088
-9,225
213
$864K 0.09%
52,192
214
$853K 0.09%
14,177
-666
215
$851K 0.09%
40,572
-5,785
216
$845K 0.09%
4,293
-154
217
$839K 0.09%
5,274
+331
218
$833K 0.09%
+24,899
219
$832K 0.09%
20,554
+62
220
$823K 0.09%
14,285
+1,516
221
$809K 0.09%
7,150
+1,830
222
$800K 0.09%
15,324
+4,799
223
$793K 0.09%
738
+454
224
$789K 0.09%
16,605
+1,053
225
$781K 0.09%
19,049
+5,890
7 8
9
10 11