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
576
$305K 0.02%
7,036
+379
577
$303K 0.02%
13,475
578
$303K 0.02%
1,244
-351
579
$303K 0.02%
1,002
+8
580
$302K 0.02%
4,036
-234
581
$301K 0.02%
+12,211
582
$298K 0.02%
2,180
+685
583
$296K 0.01%
+10,837
584
$295K 0.01%
3,515
-366
585
$293K 0.01%
1,106
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586
$293K 0.01%
+8,149
587
$291K 0.01%
5,139
588
$286K 0.01%
3,891
-2,556
589
$285K 0.01%
2,387
+179
590
$284K 0.01%
1,248
+165
591
$284K 0.01%
3,073
-1,449
592
$284K 0.01%
+5,831
593
$284K 0.01%
12,489
-1,878
594
$283K 0.01%
4,000
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595
$282K 0.01%
2,690
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596
$281K 0.01%
2,691
-1,718
597
$278K 0.01%
1,612
-115
598
$277K 0.01%
+980
599
$277K 0.01%
1,847
+85
600
$276K 0.01%
2,232
-252
22 23
24
25 26