IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
-$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$37.5M
2
+$29.1M
3
+$12.4M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$7.58M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$6.97M

Top Sells

1
+$15.9M
2
+$10.2M
3
+$9.88M
4
AMZN icon
Amazon
AMZN
+$7.98M
5
PODD icon
Insulet
PODD
+$7.23M

Sector Composition

1 Technology 11.45%
2 Financials 6.51%
3 Healthcare 4.7%
4 Industrials 3.92%
5 Consumer Discretionary 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.71M 0.09%
37,310
-31,498
227
$1.69M 0.09%
10,652
+670
228
$1.69M 0.09%
45,803
-4,487
229
$1.68M 0.08%
23,437
-32
230
$1.67M 0.08%
29,083
-603
231
$1.67M 0.08%
32,978
+28,619
232
$1.66M 0.08%
16,204
-5,805
233
$1.63M 0.08%
2,969
+99
234
$1.63M 0.08%
+56,657
235
$1.62M 0.08%
+17,039
236
$1.62M 0.08%
26,874
-160
237
$1.61M 0.08%
30,931
+909
238
$1.58M 0.08%
+36,441
239
$1.58M 0.08%
9,118
-758
240
$1.57M 0.08%
16,440
+951
241
$1.57M 0.08%
5,780
+219
242
$1.57M 0.08%
16,774
+208
243
$1.56M 0.08%
+31,396
244
$1.55M 0.08%
25,984
-2,773
245
$1.55M 0.08%
4,428
-344
246
$1.53M 0.08%
3,520
+59
247
$1.52M 0.08%
1,910
-141
248
$1.52M 0.08%
7,327
+15
249
$1.51M 0.08%
3,940
-1,884
250
$1.51M 0.08%
10,385
+2,814
8 9
10
11 12