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
626
$256K 0.01%
6,515
627
$255K 0.01%
+1,395
628
$253K 0.01%
+17,531
629
$253K 0.01%
2,899
630
$252K 0.01%
3,125
-21
631
$251K 0.01%
1,399
-62
632
$251K 0.01%
2,675
-49
633
$250K 0.01%
2,585
634
$250K 0.01%
4,683
+304
635
$250K 0.01%
6,657
-8,962
636
$246K 0.01%
1,666
-17
637
$245K 0.01%
3,284
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638
$243K 0.01%
10,000
639
$242K 0.01%
+24,500
640
$242K 0.01%
914
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641
$241K 0.01%
1,846
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642
$240K 0.01%
6,656
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$240K 0.01%
1,088
-4,002
644
$240K 0.01%
+5,105
645
$240K 0.01%
3,356
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646
$239K 0.01%
2,174
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647
$239K 0.01%
6,619
648
$239K 0.01%
242
-39
649
$235K 0.01%
3,815
-4,334
650
$232K 0.01%
23,140
+2,413
24 25
26
27 28