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
451
$510K 0.03%
2,524
+1,372
452
$508K 0.03%
6,153
-290
453
$505K 0.03%
5,816
+882
454
$505K 0.03%
1,377
+23
455
$502K 0.03%
10,898
+1,446
456
$501K 0.03%
3,199
-23
457
$501K 0.03%
5,929
+3,810
458
$500K 0.03%
16,430
+3,195
459
$499K 0.03%
4,962
+44
460
$498K 0.03%
10,050
461
$496K 0.03%
5,440
-37,692
462
$491K 0.02%
8,767
-150
463
$491K 0.02%
868
+104
464
$490K 0.02%
5,904
-856
465
$485K 0.02%
12,555
466
$484K 0.02%
+9,340
467
$480K 0.02%
22,308
-6,556
468
$477K 0.02%
1,382
-869
469
$476K 0.02%
4,048
+1
470
$472K 0.02%
1,756
-80
471
$469K 0.02%
4,395
-111
472
$469K 0.02%
21,147
+7,095
473
$468K 0.02%
14,915
+6,291
474
$467K 0.02%
1,531
+144
475
$467K 0.02%
8,811
+13
17 18
19
20 21