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
401
$202K 0.03%
+1,328
402
$200K 0.03%
+1,987
403
$198K 0.03%
+15,525
404
$181K 0.02%
+54,542
405
$166K 0.02%
+32,600
406
$165K 0.02%
+15,000
407
$164K 0.02%
+12,070
408
$160K 0.02%
+166
409
$153K 0.02%
+11,677
410
$152K 0.02%
+11,809
411
$139K 0.02%
+2,491
412
$115K 0.02%
+14,900
413
$111K 0.02%
+12,637
414
$101K 0.01%
+12,760
415
$99K 0.01%
+10,666
416
$91K 0.01%
+13,422
417
$60K 0.01%
+10,000
418
$50K 0.01%
+5,000
419
$46K 0.01%
+15,700
420
– –
0
421
$27K ﹤0.01%
+10,663
422
$15K ﹤0.01%
+3
13 14 15 16
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