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
51
$3.76M 0.51%
+12,804
52
$3.72M 0.5%
+17,506
53
$3.71M 0.5%
+12,408
54
$3.7M 0.5%
+76,649
55
$3.68M 0.5%
+30,536
56
$3.52M 0.47%
+93,594
57
$3.52M 0.47%
+120,820
58
$3.5M 0.47%
+15,475
59
$3.46M 0.47%
+89,888
60
$3.39M 0.46%
+116,020
61
$3.37M 0.45%
+17,936
62
$3.31M 0.45%
+18,699
63
$3.29M 0.44%
+72,956
64
$3.28M 0.44%
+59,289
65
$3.23M 0.44%
+129,436
66
$3.22M 0.43%
+10,880
67
$3.21M 0.43%
+36,980
68
$3.2M 0.43%
+27,366
69
$3.16M 0.43%
+24,647
70
$3.15M 0.43%
+42,439
71
$3.12M 0.42%
+6,210
72
$3.07M 0.41%
+105,943
73
$2.99M 0.4%
+9,054
74
$2.98M 0.4%
+94,210
75
$2.94M 0.4%
+33,279
1 2
3
4 5