IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$21.9M
3
+$12.4M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$12.2M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.35%
2 Consumer Discretionary 10.12%
3 Industrials 9.02%
4 Financials 7.39%
5 Healthcare 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$592K 0.08%
+4,723
227
$585K 0.08%
+13,151
228
$568K 0.08%
+2,709
229
$563K 0.08%
+5,357
230
$560K 0.08%
+5,560
231
$555K 0.07%
+6,079
232
$553K 0.07%
+7,707
233
$552K 0.07%
+8,762
234
$550K 0.07%
+6,557
235
$545K 0.07%
+9,634
236
$542K 0.07%
+14,371
237
$539K 0.07%
+3,963
238
$539K 0.07%
+11,180
239
$534K 0.07%
+34,424
240
$534K 0.07%
+4,300
241
$533K 0.07%
+13,375
242
$530K 0.07%
+4,387
243
$524K 0.07%
+8,660
244
$520K 0.07%
+5,669
245
$510K 0.07%
+16,561
246
$500K 0.07%
+6,552
247
$495K 0.07%
+121,342
248
$494K 0.07%
+2,390
249
$491K 0.07%
+40,000
250
$487K 0.07%
+18,339
8 9
10
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