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
676
$208K 0.01%
2,533
-5,257
677
$208K 0.01%
+4,206
678
$206K 0.01%
+3,449
679
$206K 0.01%
+4,039
680
$203K 0.01%
+3,477
681
$202K 0.01%
7,372
-108
682
$200K 0.01%
3,435
-35
683
$200K 0.01%
+719
684
$189K 0.01%
+25,748
685
$174K 0.01%
11,206
-150
686
$172K 0.01%
+10,202
687
$169K 0.01%
40,435
688
$165K 0.01%
13,305
689
$164K 0.01%
11,298
-7,193
690
$149K 0.01%
+14,042
691
$136K 0.01%
13,701
+20
692
$132K 0.01%
+13,200
693
$109K 0.01%
20,603
+3,015
694
$109K 0.01%
90,790
+7,500
695
$105K 0.01%
16,418
+899
696
$105K 0.01%
49,580
+11,616
697
$98.9K 0.01%
13,100
+600
698
$94.4K ﹤0.01%
14,105
-58,500
699
$87.6K ﹤0.01%
12,661
+1,066
700
$82.1K ﹤0.01%
+1,787
26 27
28
29 30