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
76
$6.21M 0.31%
75,064
-21,798
77
$6.07M 0.31%
76,897
+2,294
78
$6.05M 0.31%
84,130
+1,557
79
$5.98M 0.3%
50,245
-1,644
80
$5.76M 0.29%
18,470
+1,885
81
$5.65M 0.29%
69,183
+6,313
82
$5.64M 0.28%
64,245
-2,086
83
$5.61M 0.28%
269,495
84
$5.56M 0.28%
59,254
+23,717
85
$5.55M 0.28%
186,997
+9,753
86
$5.44M 0.27%
207,718
-6,397
87
$5.36M 0.27%
35,757
+18,489
88
$5.3M 0.27%
31,976
+4,745
89
$5.13M 0.26%
134,817
-3,030
90
$5.1M 0.26%
85,152
+20,470
91
$5.09M 0.26%
83,870
+1,124
92
$4.88M 0.25%
5,991
-156
93
$4.88M 0.25%
201,743
+45,768
94
$4.8M 0.24%
35,752
-14,003
95
$4.77M 0.24%
60,896
-908
96
$4.76M 0.24%
20,169
-2,401
97
$4.74M 0.24%
9,051
-580
98
$4.73M 0.24%
50,730
-23,100
99
$4.7M 0.24%
78,346
+47,277
100
$4.68M 0.24%
62,697
-4,621
2 3
4
5 6