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
101
$2.33M 0.31%
+15,766
102
$2.3M 0.31%
+36,986
103
$2.27M 0.31%
+10,760
104
$2.26M 0.31%
+18,148
105
$2.25M 0.3%
+76,229
106
$2.24M 0.3%
+7,860
107
$2.24M 0.3%
+37,609
108
$2.23M 0.3%
+12,493
109
$2.22M 0.3%
+46,380
110
$2.22M 0.3%
+15,531
111
$2.22M 0.3%
+91,956
112
$2.2M 0.3%
+39,673
113
$2.2M 0.3%
+54,787
114
$2.2M 0.3%
+19,656
115
$2.19M 0.3%
+64,275
116
$2.19M 0.29%
+47,183
117
$2.18M 0.29%
+32,205
118
$2.17M 0.29%
+35,618
119
$2.14M 0.29%
+48,510
120
$2.12M 0.29%
+30,373
121
$2.11M 0.28%
+69,140
122
$2.09M 0.28%
+22,960
123
$2.09M 0.28%
+18,962
124
$2.06M 0.28%
+25,553
125
$2.05M 0.28%
+8,561
3 4
5
6 7