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
501
$416K 0.02%
1,989
+224
502
$415K 0.02%
15,435
+798
503
$415K 0.02%
6,310
-1,443
504
$413K 0.02%
4,979
505
$413K 0.02%
38,469
-6,359
506
$411K 0.02%
9,413
-250
507
$411K 0.02%
5,109
-602
508
$410K 0.02%
+4,148
509
$409K 0.02%
10,689
+240
510
$409K 0.02%
3,677
-596
511
$405K 0.02%
5,233
512
$403K 0.02%
3,445
-83
513
$401K 0.02%
2,778
-150
514
$401K 0.02%
15,690
+3,690
515
$399K 0.02%
1,891
-386
516
$396K 0.02%
2,893
-72
517
$392K 0.02%
6,171
518
$392K 0.02%
+12,256
519
$391K 0.02%
6,737
+454
520
$390K 0.02%
1,311
-312
521
$382K 0.02%
+2,392
522
$381K 0.02%
+20,040
523
$379K 0.02%
5,516
-20
524
$376K 0.02%
9,714
+625
525
$371K 0.02%
3,111
-469
19 20
21
22 23