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
351
$812K 0.04%
16,645
-12,325
352
$810K 0.04%
9,288
353
$806K 0.04%
31,552
-200
354
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1,324
-45
355
$800K 0.04%
+15,015
356
$793K 0.04%
31,025
-16,377
357
$785K 0.04%
4,985
+2,750
358
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11,361
+2,119
359
$778K 0.04%
7,135
+188
360
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2,627
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361
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+3,696
362
$765K 0.04%
3,276
+1,538
363
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+11,507
364
$756K 0.04%
3,637
+2,438
365
$755K 0.04%
6,232
366
$749K 0.04%
4,175
-24,520
367
$742K 0.04%
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368
$739K 0.04%
+58,600
369
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21,646
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370
$730K 0.04%
30,912
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371
$729K 0.04%
21,926
-306
372
$726K 0.04%
+16,286
373
$721K 0.04%
1,448
-56
374
$716K 0.04%
9,919
-1,352
375
$713K 0.04%
8,969
-32
13 14
15
16 17