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
301
$1.09M 0.06%
26,083
-121,918
302
$1.09M 0.06%
37,261
-1,897
303
$1.09M 0.05%
4,260
+196
304
$1.08M 0.05%
3,808
+36
305
$1.07M 0.05%
25,855
-5,682
306
$1.06M 0.05%
4,590
-840
307
$1.06M 0.05%
5,573
-12,257
308
$1.06M 0.05%
1,552
+62
309
$1.05M 0.05%
+22,700
310
$1.05M 0.05%
2,156
-924
311
$1.04M 0.05%
33,572
+12,759
312
$1.03M 0.05%
10,338
+3,393
313
$1.03M 0.05%
142
314
$1.01M 0.05%
19,720
-519
315
$1.01M 0.05%
3,773
-78
316
$1M 0.05%
65,450
+4,200
317
$999K 0.05%
20,020
+3,650
318
$997K 0.05%
47,125
+3,497
319
$985K 0.05%
+9,497
320
$981K 0.05%
8,901
+3,600
321
$966K 0.05%
19,420
-28,170
322
$964K 0.05%
13,585
-33,324
323
$959K 0.05%
+60,144
324
$945K 0.05%
23,037
-4,367
325
$942K 0.05%
20,720
+757
11 12
13
14 15