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
326
$940K 0.05%
12,905
+770
327
$935K 0.05%
19,029
-1,577
328
$925K 0.05%
1,807
-260
329
$918K 0.05%
17,735
+4,169
330
$913K 0.05%
14,696
+536
331
$912K 0.05%
8,138
+574
332
$902K 0.05%
17,956
-25,682
333
$900K 0.05%
+27,157
334
$894K 0.05%
23,048
-256
335
$892K 0.05%
20,605
336
$888K 0.04%
29,452
337
$875K 0.04%
1,767
-231
338
$872K 0.04%
49,576
-14,731
339
$867K 0.04%
7,842
+121
340
$860K 0.04%
+27,351
341
$857K 0.04%
12,635
-847
342
$854K 0.04%
9,929
-206
343
$852K 0.04%
2,847
-220
344
$848K 0.04%
7,592
-30,596
345
$836K 0.04%
18,745
-2,098
346
$833K 0.04%
5,514
347
$831K 0.04%
8,021
-1,120
348
$828K 0.04%
40,001
-1,070
349
$818K 0.04%
+40,264
350
$814K 0.04%
3,151
+59
12 13
14
15 16