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
526
$366K 0.02%
14,477
-2,113
527
$363K 0.02%
2,868
+134
528
$362K 0.02%
5,518
+2,502
529
$361K 0.02%
185
-481
530
$361K 0.02%
904
+226
531
$356K 0.02%
1,399
+400
532
$351K 0.02%
2,146
-8
533
$351K 0.02%
3,211
+77
534
$350K 0.02%
12,684
-1,250
535
$349K 0.02%
5,663
+327
536
$348K 0.02%
11,128
-2,978
537
$347K 0.02%
4,585
-344
538
$346K 0.02%
5,603
+289
539
$343K 0.02%
4,407
-42
540
$343K 0.02%
12,970
-500
541
$342K 0.02%
8,120
542
$341K 0.02%
1,410
-161
543
$341K 0.02%
5,037
+1,651
544
$341K 0.02%
4,390
-1,089
545
$340K 0.02%
1,546
-1,229
546
$339K 0.02%
+7,028
547
$339K 0.02%
6,586
-4,134
548
$339K 0.02%
8,577
+109
549
$339K 0.02%
2,993
-1,029
550
$336K 0.02%
+9,080
20 21
22
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