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
151
$3.02M 0.15%
41,251
+30,943
152
$2.99M 0.15%
18,522
+11,325
153
$2.97M 0.15%
+17,729
154
$2.95M 0.15%
+39,066
155
$2.94M 0.15%
+41,538
156
$2.94M 0.15%
17,211
+178
157
$2.9M 0.15%
7,818
-564
158
$2.89M 0.15%
16,899
+8,410
159
$2.86M 0.14%
61,158
+298
160
$2.85M 0.14%
57,554
+38,385
161
$2.85M 0.14%
8,967
-164
162
$2.83M 0.14%
+78,170
163
$2.8M 0.14%
25,570
-1,896
164
$2.78M 0.14%
6,224
-5,019
165
$2.77M 0.14%
21,156
-1,050
166
$2.74M 0.14%
32,482
-313
167
$2.65M 0.13%
64,380
-1,875
168
$2.65M 0.13%
59,710
+45,380
169
$2.63M 0.13%
53,772
-240
170
$2.61M 0.13%
12,749
-906
171
$2.61M 0.13%
14,846
-3,887
172
$2.59M 0.13%
170,164
+98,940
173
$2.55M 0.13%
19,220
-478
174
$2.5M 0.13%
49,256
-924
175
$2.45M 0.12%
19,088
-2,252
5 6
7
8 9