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
1
$77.1M 5.67%
1,988,237
+1,418,397
2
$40.7M 2.99%
94,657
+24,112
3
$35.2M 2.59%
1,396,281
+382,671
4
$28.3M 2.08%
206,832
+4,066
5
$27.6M 2.03%
123,743
+84,735
6
$24.2M 1.78%
56,623
-15,007
7
$22.2M 1.63%
211,916
-27,689
8
$21.8M 1.6%
80,401
+2,586
9
$19.9M 1.47%
50,609
+23,323
10
$19.4M 1.43%
112,900
+2,960
11
$19.2M 1.42%
54,281
+33,032
12
$17.2M 1.27%
319,850
+61,850
13
$14.6M 1.07%
124,166
+1,547
14
$14.5M 1.07%
59,946
+46,931
15
$14.4M 1.06%
118,360
+2,400
16
$14.4M 1.06%
718,840
+216,360
17
$14M 1.03%
154,367
+3,663
18
$13.3M 0.98%
86,227
+63,042
19
$13M 0.96%
59,768
-3,191
20
$13M 0.95%
119,659
-4,641
21
$12.1M 0.89%
77,782
+709
22
$11.8M 0.87%
519,075
+144,222
23
$11.6M 0.86%
100,983
+20,880
24
$11M 0.81%
152,267
-35,089
25
$10.6M 0.78%
+1,304,248
1
2 3 4 5