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
176
$2.44M 0.12%
86,148
-1,773
177
$2.43M 0.12%
21,367
+17,686
178
$2.42M 0.12%
25,380
-645
179
$2.41M 0.12%
65,590
+1,304
180
$2.41M 0.12%
88,355
+301
181
$2.41M 0.12%
12,627
+10,783
182
$2.38M 0.12%
15,467
-3,334
183
$2.37M 0.12%
127,291
+22,214
184
$2.36M 0.12%
165,573
+7,233
185
$2.36M 0.12%
57,264
+50,948
186
$2.35M 0.12%
29,838
-24,757
187
$2.34M 0.12%
25,730
-2,027
188
$2.32M 0.12%
117,464
+279
189
$2.32M 0.12%
32,662
-42,427
190
$2.31M 0.12%
17,494
-4,130
191
$2.28M 0.12%
9,186
+203
192
$2.28M 0.12%
+10,619
193
$2.28M 0.11%
87,832
+9,468
194
$2.28M 0.11%
10,456
+390
195
$2.25M 0.11%
46,202
+30,182
196
$2.2M 0.11%
+108,083
197
$2.16M 0.11%
22,412
-14,204
198
$2.13M 0.11%
42,067
+7,737
199
$2.11M 0.11%
20,924
+13,366
200
$2.1M 0.11%
21,228
+139
6 7
8
9 10