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
201
$1.25M 0.09%
60,421
+18,319
202
$1.25M 0.09%
17,360
+1,499
203
$1.25M 0.09%
12,211
-9,639
204
$1.24M 0.09%
8,245
-994
205
$1.22M 0.09%
38,880
+1,420
206
$1.19M 0.09%
8,368
+5,349
207
$1.19M 0.09%
31,455
-135
208
$1.18M 0.09%
4,973
+130
209
$1.18M 0.09%
16,162
-514
210
$1.17M 0.09%
21,627
+1,721
211
$1.09M 0.08%
3,549
+166
212
$1.08M 0.08%
22,700
+4,010
213
$1.08M 0.08%
7,681
+4,989
214
$1.08M 0.08%
44,019
+834
215
$1.06M 0.08%
29,169
-17,097
216
$1.06M 0.08%
+22,650
217
$1.04M 0.08%
5,426
-124
218
$1.04M 0.08%
13,347
-654
219
$1.03M 0.08%
5,306
+48
220
$1.03M 0.08%
10,943
+2,421
221
$1.02M 0.07%
8,457
-579
222
$1.01M 0.07%
41,776
-27,692
223
$1.01M 0.07%
17,340
-139
224
$1.01M 0.07%
+21,347
225
$997K 0.07%
18,070
+4,505
7 8
9
10 11