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
276
$1.31M 0.07%
5,349
+505
277
$1.3M 0.07%
10,687
-167
278
$1.29M 0.07%
3,834
-5
279
$1.27M 0.06%
17,449
+5,517
280
$1.27M 0.06%
7,189
-4,746
281
$1.26M 0.06%
5,082
-596
282
$1.24M 0.06%
20,413
+3,025
283
$1.24M 0.06%
6,594
-9,136
284
$1.21M 0.06%
2,594
+631
285
$1.2M 0.06%
+18,615
286
$1.17M 0.06%
34,363
+2,431
287
$1.17M 0.06%
19,791
+11,046
288
$1.16M 0.06%
+26,265
289
$1.16M 0.06%
58,747
+140
290
$1.16M 0.06%
25,353
-65,807
291
$1.16M 0.06%
55,401
-20,839
292
$1.15M 0.06%
13,259
-3,057
293
$1.14M 0.06%
+28,025
294
$1.14M 0.06%
52,866
-4,288
295
$1.12M 0.06%
5,560
+1,650
296
$1.12M 0.06%
294
+16
297
$1.12M 0.06%
12,164
-242
298
$1.11M 0.06%
4,373
+20
299
$1.11M 0.06%
13,852
-1,018
300
$1.1M 0.06%
17,333
-3,185
10 11
12
13 14