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
26
$5.33M 0.72%
+14,192
27
$5.19M 0.7%
+35,610
28
$5.02M 0.68%
+27,766
29
$4.97M 0.67%
+2,420
30
$4.86M 0.66%
+27,048
31
$4.8M 0.65%
+54,166
32
$4.74M 0.64%
+14,559
33
$4.73M 0.64%
+23,027
34
$4.65M 0.63%
+25,395
35
$4.62M 0.62%
+43,233
36
$4.52M 0.61%
+161,969
37
$4.51M 0.61%
+70,237
38
$4.5M 0.61%
+233,127
39
$4.48M 0.6%
+100,807
40
$4.39M 0.59%
+71,941
41
$4.33M 0.58%
+241,108
42
$4.3M 0.58%
+38,237
43
$4.25M 0.57%
+65,156
44
$4.24M 0.57%
+33,141
45
$4.22M 0.57%
+190,389
46
$4.17M 0.56%
+10,717
47
$4.14M 0.56%
+97,573
48
$3.95M 0.53%
+43,204
49
$3.91M 0.53%
+27,055
50
$3.82M 0.52%
+62,208
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