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
126
$2.02M 0.27%
+57,180
127
$2.01M 0.27%
+72,075
128
$2M 0.27%
+134,774
129
$2M 0.27%
+94,682
130
$1.99M 0.27%
+17,108
131
$1.99M 0.27%
+41,555
132
$1.93M 0.26%
+49,986
133
$1.92M 0.26%
+31,941
134
$1.87M 0.25%
+14,135
135
$1.81M 0.24%
+123,675
136
$1.81M 0.24%
+108,311
137
$1.8M 0.24%
+30,835
138
$1.76M 0.24%
+9,073
139
$1.75M 0.24%
+14,566
140
$1.73M 0.23%
+10,444
141
$1.7M 0.23%
+45,752
142
$1.69M 0.23%
+23,819
143
$1.68M 0.23%
+25,160
144
$1.68M 0.23%
+8,923
145
$1.68M 0.23%
+12,287
146
$1.67M 0.23%
+13,377
147
$1.65M 0.22%
+16,170
148
$1.64M 0.22%
+8,273
149
$1.63M 0.22%
+17,285
150
$1.6M 0.22%
+35,665
4 5
6
7 8