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
326
$294K 0.04%
+371
327
$294K 0.04%
+8,483
328
$293K 0.04%
+5,456
329
$293K 0.04%
+5,035
330
$292K 0.04%
+3,421
331
$290K 0.04%
+4,944
332
$290K 0.04%
+4,489
333
$290K 0.04%
+4,560
334
$289K 0.04%
+1,025
335
$289K 0.04%
+1,500
336
$288K 0.04%
+6,056
337
$284K 0.04%
+5,180
338
$283K 0.04%
+2,937
339
$283K 0.04%
+3,310
340
$280K 0.04%
+8,172
341
$280K 0.04%
+6,866
342
$279K 0.04%
+7,814
343
$276K 0.04%
+2,610
344
$275K 0.04%
+3,235
345
$274K 0.04%
+3,234
346
$273K 0.04%
+3,821
347
$271K 0.04%
+2,266
348
$269K 0.04%
+19,600
349
$269K 0.04%
+20,000
350
$267K 0.04%
+8,659
12 13
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