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
201
$1.07M 0.1%
3,383
+956
202
$1.06M 0.1%
33,115
-5,675
203
$1.05M 0.1%
19,906
-47,518
204
$1.03M 0.09%
14,001
+1,809
205
$1.02M 0.09%
5,550
+1,678
206
$1.01M 0.09%
14,355
+70
207
$1M 0.09%
50,492
-1,700
208
$988K 0.09%
50,573
-26,012
209
$985K 0.09%
43,185
+2,613
210
$982K 0.09%
30,896
+1,267
211
$978K 0.09%
15,202
-10,099
212
$966K 0.09%
4,843
+550
213
$960K 0.09%
31,300
214
$954K 0.09%
23,906
-993
215
$952K 0.09%
19,155
-29,439
216
$926K 0.08%
18,380
-3,250
217
$913K 0.08%
2,440
+328
218
$905K 0.08%
5,258
+1,143
219
$897K 0.08%
+62,150
220
$889K 0.08%
4,864
+1,412
221
$885K 0.08%
65,660
+36,060
222
$881K 0.08%
26,088
223
$875K 0.08%
15,316
+4,377
224
$867K 0.08%
18,690
+1,190
225
$862K 0.08%
+15,385
7 8
9
10 11