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
201
$1.46M 0.1%
7,450
+244
202
$1.43M 0.09%
29,420
+6,720
203
$1.42M 0.09%
5,253
+280
204
$1.41M 0.09%
5,870
+2,393
205
$1.4M 0.09%
14,257
-20
206
$1.36M 0.09%
43,624
+4,744
207
$1.35M 0.09%
17,198
+7,308
208
$1.33M 0.09%
+217,250
209
$1.33M 0.09%
23,645
-445
210
$1.31M 0.09%
17,401
+4,054
211
$1.3M 0.09%
11,321
-17,079
212
$1.29M 0.09%
+23,237
213
$1.26M 0.08%
31,020
-435
214
$1.26M 0.08%
2,829
+38
215
$1.26M 0.08%
12,306
+4,061
216
$1.26M 0.08%
24,004
+2,377
217
$1.26M 0.08%
14,455
-35,503
218
$1.26M 0.08%
63,589
+3,168
219
$1.25M 0.08%
17,260
-100
220
$1.22M 0.08%
4,753
-14
221
$1.22M 0.08%
23,747
+18,229
222
$1.22M 0.08%
17,169
+11,376
223
$1.21M 0.08%
10,988
-1,523
224
$1.21M 0.08%
4,412
+1,891
225
$1.21M 0.08%
44,540
+97
7 8
9
10 11