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
201
$2.06M 0.1%
31,575
-567
202
$2.03M 0.1%
40,245
+4,280
203
$2M 0.1%
12,050
-9,182
204
$1.99M 0.1%
5,768
+869
205
$1.99M 0.1%
+76,903
206
$1.98M 0.1%
14,576
-110
207
$1.98M 0.1%
35,888
+26
208
$1.94M 0.1%
15,913
-134
209
$1.91M 0.1%
16,484
-1,531
210
$1.9M 0.1%
52,104
-78
211
$1.9M 0.1%
41,148
+88
212
$1.9M 0.1%
12,937
+17
213
$1.9M 0.1%
27,738
+2,036
214
$1.89M 0.1%
46,038
-11,349
215
$1.88M 0.09%
14,798
-10,399
216
$1.88M 0.09%
20,317
-55,629
217
$1.83M 0.09%
17,465
-997
218
$1.81M 0.09%
38,761
-7,060
219
$1.81M 0.09%
3,396
+22
220
$1.79M 0.09%
16,071
-665
221
$1.77M 0.09%
69,834
+12,064
222
$1.76M 0.09%
3,747
-1,706
223
$1.76M 0.09%
22,267
-16,493
224
$1.74M 0.09%
5,579
-119
225
$1.74M 0.09%
1,259
-14
7 8
9
10 11