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
401
$656K 0.03%
+1,248
402
$655K 0.03%
2,404
-71
403
$655K 0.03%
13,663
-446
404
$652K 0.03%
6,303
+262
405
$642K 0.03%
14,817
+8,490
406
$639K 0.03%
48,808
407
$639K 0.03%
4,338
+2,148
408
$634K 0.03%
+34,861
409
$628K 0.03%
6,448
-4,093
410
$626K 0.03%
42,149
-1,334
411
$625K 0.03%
1,017
-424
412
$617K 0.03%
1,968
+16
413
$615K 0.03%
3,107
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414
$615K 0.03%
9,419
+2,647
415
$613K 0.03%
15,162
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416
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3,995
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417
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1,391
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418
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5,054
+2,525
419
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16,199
-500
420
$607K 0.03%
2,666
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421
$606K 0.03%
4,288
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422
$604K 0.03%
8,362
-2,837
423
$597K 0.03%
901
-125
424
$596K 0.03%
9,965
-164
425
$594K 0.03%
10,455
-4,445
15 16
17
18 19