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
151
$1.52M 0.21%
+14,051
152
$1.5M 0.2%
+17,291
153
$1.46M 0.2%
+8,916
154
$1.43M 0.19%
+2,457
155
$1.43M 0.19%
+38,696
156
$1.43M 0.19%
+22,805
157
$1.43M 0.19%
+15,753
158
$1.41M 0.19%
+4,349
159
$1.36M 0.18%
+34,365
160
$1.35M 0.18%
+16,313
161
$1.34M 0.18%
+45,818
162
$1.32M 0.18%
+12,982
163
$1.32M 0.18%
+31,980
164
$1.3M 0.18%
+68,656
165
$1.29M 0.17%
+7,221
166
$1.28M 0.17%
+100,314
167
$1.28M 0.17%
+94,014
168
$1.23M 0.17%
+35,350
169
$1.23M 0.17%
+30,630
170
$1.18M 0.16%
+21,915
171
$1.17M 0.16%
+58,314
172
$1.16M 0.16%
+44,109
173
$1.15M 0.16%
+6,531
174
$1.14M 0.15%
+22,980
175
$1.14M 0.15%
+68,231
5 6
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