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
101
$4.66M 0.24%
21,020
+1,579
102
$4.59M 0.23%
101,158
-7,291
103
$4.54M 0.23%
87,323
-38,166
104
$4.47M 0.23%
27,167
-537
105
$4.46M 0.23%
89,519
-23,996
106
$4.41M 0.22%
56,357
+41,565
107
$4.4M 0.22%
24,475
-1,950
108
$4.32M 0.22%
49,099
-3,886
109
$4.26M 0.22%
18,283
+2,775
110
$4.25M 0.21%
192,342
+103
111
$4.24M 0.21%
62,545
+38,678
112
$4.22M 0.21%
11,686
+788
113
$4.16M 0.21%
26,642
+392
114
$4.15M 0.21%
87,383
+13,046
115
$4.08M 0.21%
97,698
-69,881
116
$4.07M 0.21%
20,593
-5,530
117
$4.05M 0.2%
45,058
-3,150
118
$4.04M 0.2%
40,673
-5,511
119
$4M 0.2%
57,289
-625
120
$3.95M 0.2%
32,438
-1,487
121
$3.95M 0.2%
63,774
+1,269
122
$3.95M 0.2%
72,129
+3,528
123
$3.95M 0.2%
51,528
-21
124
$3.93M 0.2%
72,729
+1,697
125
$3.84M 0.19%
14,311
+2,800
3 4
5
6 7