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
426
$593K 0.03%
+8,043
427
$589K 0.03%
4,840
-383
428
$588K 0.03%
50,524
+750
429
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12,783
430
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2,300
-1,106
431
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2,260
-495
432
$580K 0.03%
9,426
-288
433
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18,807
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434
$575K 0.03%
21,508
-5,963
435
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436
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15,816
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437
$559K 0.03%
22,025
-407
438
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+10,671
439
$556K 0.03%
3,285
+1,281
440
$555K 0.03%
9,477
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444
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6,845
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445
$529K 0.03%
6,027
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446
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2,002
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447
$527K 0.03%
+9,574
448
$526K 0.03%
+23,688
449
$522K 0.03%
2,055
+323
450
$512K 0.03%
5,007
-17
16 17
18
19 20