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
551
$336K 0.02%
+10,909
552
$334K 0.02%
7,027
-1,418
553
$331K 0.02%
59,500
-58,200
554
$330K 0.02%
11,223
-966
555
$329K 0.02%
8,639
+178
556
$327K 0.02%
1,134
-47
557
$327K 0.02%
+9,620
558
$326K 0.02%
+9,041
559
$325K 0.02%
4,169
-1,924
560
$325K 0.02%
4,044
+187
561
$323K 0.02%
7,804
-7,276
562
$323K 0.02%
3,310
-829
563
$322K 0.02%
2,690
-663
564
$321K 0.02%
4,098
-170
565
$321K 0.02%
+14,569
566
$320K 0.02%
3,053
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567
$319K 0.02%
8,534
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568
$318K 0.02%
3,863
-24
569
$316K 0.02%
11,064
+1,299
570
$314K 0.02%
4,761
+140
571
$312K 0.02%
4,929
-109
572
$312K 0.02%
+9,105
573
$312K 0.02%
669
-76
574
$306K 0.02%
1,570
+8
575
$306K 0.02%
2,608
-42,521
21 22
23
24 25