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
276
$393K 0.05%
+3,000
277
$391K 0.05%
+5,400
278
$389K 0.05%
+1,131
279
$383K 0.05%
+2,492
280
$382K 0.05%
+4,494
281
$377K 0.05%
+3,781
282
$377K 0.05%
+23,565
283
$373K 0.05%
+2,215
284
$372K 0.05%
+2,039
285
$370K 0.05%
+1,918
286
$369K 0.05%
+6,227
287
$365K 0.05%
+3,855
288
$364K 0.05%
+3,715
289
$364K 0.05%
+1,424
290
$361K 0.05%
+1,697
291
$360K 0.05%
+2,536
292
$356K 0.05%
+3,446
293
$355K 0.05%
+6,958
294
$352K 0.05%
+3,528
295
$349K 0.05%
+18,882
296
$346K 0.05%
+2,990
297
$346K 0.05%
+1,901
298
$344K 0.05%
+5,473
299
$342K 0.05%
+1,254
300
$342K 0.05%
+4,522
10 11
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