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
351
$265K 0.04%
+12,519
352
$264K 0.04%
+4,659
353
$262K 0.04%
+8,494
354
$259K 0.03%
+1,750
355
$256K 0.03%
+2,200
356
$253K 0.03%
+7,486
357
$252K 0.03%
+8,916
358
$252K 0.03%
+2,694
359
$250K 0.03%
+10,866
360
$249K 0.03%
+2,150
361
$249K 0.03%
+9,000
362
$245K 0.03%
+6,000
363
$239K 0.03%
+388,100
364
$239K 0.03%
+3,037
365
$236K 0.03%
+3,786
366
$236K 0.03%
+9,011
367
$235K 0.03%
+4,180
368
$234K 0.03%
+6,476
369
$232K 0.03%
+2,689
370
$231K 0.03%
+5,857
371
$230K 0.03%
+4,346
372
$230K 0.03%
+6,010
373
$226K 0.03%
+18,000
374
$225K 0.03%
+11,190
375
$225K 0.03%
+2,524
13 14
15
16 17