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
26
$12.6M 0.64%
48,804
-502
27
$12.4M 0.63%
+206,321
28
$12.2M 0.62%
370,613
-21,794
29
$12M 0.61%
22,531
-2,750
30
$11.2M 0.57%
152,076
+7,499
31
$11.2M 0.57%
53,458
+10,856
32
$11M 0.55%
19,081
-4,040
33
$10.8M 0.55%
25,810
+13,554
34
$10.8M 0.54%
174,631
+47,743
35
$10.6M 0.54%
72,799
+5,151
36
$10.6M 0.54%
53,161
+109
37
$10.5M 0.53%
113,420
+75,118
38
$10.4M 0.53%
61,058
-19,450
39
$10.3M 0.52%
408,839
+106,047
40
$10.3M 0.52%
61,381
-898
41
$10.3M 0.52%
61,265
-42,154
42
$10M 0.51%
175,856
-172,945
43
$10M 0.51%
38,229
-27,540
44
$9.93M 0.5%
396,448
-5,993
45
$9.88M 0.5%
57,972
-2,625
46
$9.78M 0.49%
192,475
+4,157
47
$9.57M 0.48%
33,219
-2,224
48
$9.5M 0.48%
15,157
-72
49
$9.26M 0.47%
93,653
+27,934
50
$9.16M 0.46%
202,370
-8,451
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