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
251
$1.5M 0.08%
4,917
-209
252
$1.49M 0.08%
2,212
-477
253
$1.48M 0.07%
29,108
+3,058
254
$1.48M 0.07%
+40,850
255
$1.47M 0.07%
15,425
+4,117
256
$1.47M 0.07%
28,194
+7,699
257
$1.47M 0.07%
55,929
+105
258
$1.44M 0.07%
13,109
-1,386
259
$1.44M 0.07%
30,827
+812
260
$1.43M 0.07%
5,762
-168
261
$1.42M 0.07%
24,995
-58,217
262
$1.42M 0.07%
45,461
+2,025
263
$1.42M 0.07%
5,989
-422
264
$1.42M 0.07%
23,448
-6,334
265
$1.41M 0.07%
3,781
+366
266
$1.4M 0.07%
64,984
-515
267
$1.4M 0.07%
35,243
+1,963
268
$1.39M 0.07%
30,753
-687
269
$1.39M 0.07%
42,976
+17,533
270
$1.38M 0.07%
6,871
+1,041
271
$1.37M 0.07%
24,302
+6,407
272
$1.37M 0.07%
297
+27
273
$1.36M 0.07%
24,889
-3,263
274
$1.34M 0.07%
55,383
-2,302
275
$1.33M 0.07%
23,731
-232
9 10
11
12 13