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
126
$3.83M 0.19%
62,062
+2,365
127
$3.82M 0.19%
12,262
-27
128
$3.63M 0.18%
42,729
+424
129
$3.61M 0.18%
40,214
-8,808
130
$3.59M 0.18%
36,569
-761
131
$3.57M 0.18%
+49,323
132
$3.54M 0.18%
76,807
+60,958
133
$3.54M 0.18%
+55,419
134
$3.5M 0.18%
38,613
+184
135
$3.47M 0.18%
33,946
-60,746
136
$3.45M 0.17%
26,003
+6,131
137
$3.44M 0.17%
42,128
+9,603
138
$3.38M 0.17%
28,996
-41,124
139
$3.28M 0.17%
19,764
+903
140
$3.25M 0.16%
23,249
-21,196
141
$3.25M 0.16%
34,041
-28,727
142
$3.23M 0.16%
65,069
-70,467
143
$3.14M 0.16%
75,163
+66,907
144
$3.13M 0.16%
9,509
-994
145
$3.1M 0.16%
5,677
-8,897
146
$3.1M 0.16%
34,248
-3,512
147
$3.09M 0.16%
3,263
-4,374
148
$3.07M 0.15%
67,279
+3,313
149
$3.05M 0.15%
38,454
-13,683
150
$3.03M 0.15%
51,384
+5,584
4 5
6
7 8