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
651
$232K 0.01%
5,272
-79
652
$231K 0.01%
3,410
-188
653
$231K 0.01%
2,334
-1,927
654
$230K 0.01%
4,465
-2,455
655
$227K 0.01%
529
+39
656
$226K 0.01%
742
-62
657
$225K 0.01%
16,528
+3
658
$225K 0.01%
+5,466
659
$224K 0.01%
+5,055
660
$223K 0.01%
+1,217
661
$222K 0.01%
2,360
662
$222K 0.01%
2,213
663
$221K 0.01%
+11,156
664
$219K 0.01%
2,319
-42,975
665
$216K 0.01%
499
-179
666
$216K 0.01%
8,004
+123
667
$216K 0.01%
3,350
668
$216K 0.01%
+5,707
669
$216K 0.01%
+11,458
670
$215K 0.01%
9,993
-296
671
$215K 0.01%
2,833
-17,584
672
$213K 0.01%
+2,063
673
$213K 0.01%
+5,558
674
$212K 0.01%
+6,202
675
$212K 0.01%
+6,692
25 26
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