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
601
$275K 0.01%
10,835
+4,133
602
$274K 0.01%
1,915
+157
603
$272K 0.01%
2,436
-1,705
604
$271K 0.01%
+3,622
605
$271K 0.01%
+2,946
606
$270K 0.01%
1,841
+144
607
$268K 0.01%
1,566
-410
608
$267K 0.01%
+23,811
609
$266K 0.01%
44,701
+12,807
610
$265K 0.01%
6,302
-94
611
$265K 0.01%
5,644
-1,424
612
$265K 0.01%
7,607
-199
613
$265K 0.01%
2,094
-529
614
$265K 0.01%
14,523
-1,517
615
$264K 0.01%
+6,909
616
$264K 0.01%
+6,165
617
$263K 0.01%
13,012
-64
618
$263K 0.01%
1,671
-94
619
$262K 0.01%
+6,559
620
$261K 0.01%
8,891
-1,668
621
$259K 0.01%
+2,936
622
$259K 0.01%
4,895
-5,928
623
$258K 0.01%
2,159
-1,659
624
$258K 0.01%
20,511
-1,050
625
$256K 0.01%
+1,367
23 24
25
26 27