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
1
$28.4M 2.59%
71,630
+14,879
2
$28.1M 2.56%
70,545
+7,932
3
$26M 2.37%
569,840
-259,900
4
$24.8M 2.26%
202,766
+17,214
5
$24.6M 2.25%
1,013,610
+645,522
6
$24.2M 2.21%
239,605
-94,631
7
$18.3M 1.68%
77,815
+10,077
8
$17M 1.55%
109,940
+19,280
9
$14.6M 1.33%
62,959
+3,008
10
$14.2M 1.3%
122,619
-6,928
11
$13.9M 1.27%
128,501
+33,087
12
$13.5M 1.23%
124,300
+11,088
13
$13.4M 1.23%
258,000
-15,740
14
$13.2M 1.21%
105,572
+20,538
15
$13M 1.19%
150,704
+117,340
16
$12.9M 1.18%
187,356
+132,650
17
$12.1M 1.11%
140,389
+17,121
18
$12M 1.09%
115,960
+3,140
19
$11.7M 1.07%
77,073
+3,216
20
$11.5M 1.05%
+225,879
21
$10.2M 0.93%
186,496
+73,520
22
$9.94M 0.91%
27,286
+6,596
23
$9.12M 0.83%
80,103
-34,281
24
$8.92M 0.82%
29,218
+12,110
25
$8.16M 0.75%
374,853
+293,940
1
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