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
376
$223K 0.03%
+2,172
377
$222K 0.03%
+2,341
378
$222K 0.03%
+2,834
379
$221K 0.03%
+744
380
$221K 0.03%
+843
381
$219K 0.03%
+4,094
382
$219K 0.03%
+20,000
383
$219K 0.03%
+1,321
384
$217K 0.03%
+3,248
385
$217K 0.03%
+1,230
386
$215K 0.03%
+859
387
$215K 0.03%
+5,665
388
$215K 0.03%
+4,074
389
$214K 0.03%
+7,088
390
$213K 0.03%
+1,594
391
$211K 0.03%
+2,419
392
$211K 0.03%
+11,937
393
$211K 0.03%
+4,058
394
$209K 0.03%
+2,089
395
$205K 0.03%
+3,003
396
$204K 0.03%
+7,129
397
$204K 0.03%
+2,087
398
$203K 0.03%
+3,718
399
$203K 0.03%
+3,772
400
$202K 0.03%
+3,746
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