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
51
$9.07M 0.46%
10,977
-539
52
$8.86M 0.45%
25,267
-3,283
53
$8.81M 0.44%
841,000
54
$8.38M 0.42%
23,778
-7,860
55
$8.27M 0.42%
101,165
-347
56
$8.27M 0.42%
162,000
+148,451
57
$8.21M 0.41%
14,978
-462
58
$8.13M 0.41%
74,792
+5,988
59
$8.03M 0.41%
136,873
+36,838
60
$7.83M 0.39%
25,512
+2,171
61
$7.79M 0.39%
36,782
+2,076
62
$7.5M 0.38%
22,177
-368
63
$7.41M 0.37%
290,313
-11,476
64
$7.09M 0.36%
73,697
-5,990
65
$7.05M 0.36%
19,242
-832
66
$7M 0.35%
97,771
+45,663
67
$6.99M 0.35%
74,821
+677
68
$6.96M 0.35%
26,897
-499
69
$6.85M 0.35%
130,755
+100,044
70
$6.83M 0.34%
64,674
-18,326
71
$6.56M 0.33%
62,725
-5,550
72
$6.49M 0.33%
88,297
+5,537
73
$6.38M 0.32%
36,857
-16,784
74
$6.36M 0.32%
271,285
-103
75
$6.23M 0.31%
104,838
+130
1 2
3
4 5