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
1
$99.9M 5.04%
177,815
+5,816
2
$91.5M 4.62%
163,619
+7,145
3
$54.6M 2.75%
245,584
-28,520
4
$40.4M 2.04%
797,352
+739,235
5
$37.3M 1.88%
406,279
-9,355
6
$34.5M 1.74%
321,758
+270,985
7
$32.5M 1.64%
299,655
-37,432
8
$30.8M 1.56%
82,174
-16,049
9
$28.8M 1.45%
61,329
-3,232
10
$28.4M 1.43%
203,254
-19,585
11
$26.7M 1.35%
140,454
-41,943
12
$22.7M 1.14%
44,127
+2,773
13
$20.3M 1.02%
104,519
+9,343
14
$19.8M 1%
707,556
-366,477
15
$18.2M 0.92%
117,447
-16,630
16
$18M 0.91%
238,597
+1,245
17
$15.9M 0.8%
64,788
-13,743
18
$14.9M 0.75%
254,721
-271,947
19
$14.8M 0.75%
15,615
-803
20
$14.8M 0.75%
44,777
-14,239
21
$14.6M 0.74%
70,841
-9,432
22
$13.7M 0.69%
130,175
+21,509
23
$13M 0.66%
47,304
-458
24
$12.9M 0.65%
99,860
-34,289
25
$12.8M 0.65%
481,342
+4,337
1
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