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
176
$1.13M 0.15%
+38,608
177
$1.12M 0.15%
+45,540
178
$1.08M 0.15%
+6,068
179
$987K 0.13%
+8,192
180
$986K 0.13%
+80,425
181
$981K 0.13%
+13,155
182
$930K 0.13%
+8,201
183
$920K 0.12%
+7,721
184
$914K 0.12%
+20,748
185
$912K 0.12%
+18,156
186
$901K 0.12%
+14,806
187
$898K 0.12%
+13,273
188
$890K 0.12%
+14,777
189
$858K 0.12%
+6,827
190
$858K 0.12%
+17,412
191
$847K 0.11%
+8,356
192
$844K 0.11%
+19,158
193
$815K 0.11%
+18,156
194
$812K 0.11%
+61,724
195
$799K 0.11%
+68,768
196
$788K 0.11%
+2,680
197
$779K 0.11%
+4,571
198
$763K 0.1%
+50,375
199
$761K 0.1%
+14,925
200
$744K 0.1%
+13,904
6 7
8
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