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
301
$334K 0.05%
+4,968
302
$333K 0.04%
+2,435
303
$331K 0.04%
+14,208
304
$329K 0.04%
+2,639
305
$328K 0.04%
+4,296
306
$326K 0.04%
+890
307
$325K 0.04%
+6,047
308
$324K 0.04%
+7,075
309
$323K 0.04%
+2,869
310
$322K 0.04%
+6,202
311
$319K 0.04%
+4,909
312
$318K 0.04%
+136,900
313
$317K 0.04%
+5,560
314
$316K 0.04%
+5,889
315
$314K 0.04%
+1,640
316
$313K 0.04%
+3,200
317
$311K 0.04%
+5,659
318
$310K 0.04%
+6,217
319
$306K 0.04%
+2,603
320
$304K 0.04%
+2,985
321
$303K 0.04%
+2,467
322
$303K 0.04%
+2,476
323
$303K 0.04%
+6,888
324
$295K 0.04%
+5,386
325
$295K 0.04%
+14,739
11 12
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