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
251
$487K 0.07%
+16,968
252
$482K 0.07%
+6,195
253
$477K 0.06%
+5,859
254
$475K 0.06%
+8,122
255
$471K 0.06%
+5,077
256
$469K 0.06%
+15,194
257
$468K 0.06%
+11,006
258
$468K 0.06%
+7,121
259
$457K 0.06%
+2,804
260
$455K 0.06%
+1,284
261
$453K 0.06%
+26,823
262
$452K 0.06%
+6,960
263
$444K 0.06%
+5,310
264
$439K 0.06%
+7,327
265
$438K 0.06%
+4,151
266
$418K 0.06%
+2,042
267
$417K 0.06%
+5,539
268
$410K 0.06%
+7,626
269
$406K 0.05%
+7,762
270
$404K 0.05%
+15,925
271
$401K 0.05%
+14,228
272
$398K 0.05%
+10,921
273
$397K 0.05%
+3,613
274
$396K 0.05%
+3,679
275
$394K 0.05%
+7,006
9 10
11
12 13