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
201
$733K 0.1%
+5,762
202
$733K 0.1%
+3,559
203
$728K 0.1%
+5,684
204
$723K 0.1%
+5,637
205
$716K 0.1%
+15,916
206
$706K 0.1%
+14,588
207
$704K 0.1%
+3,318
208
$704K 0.1%
+41,882
209
$676K 0.09%
+4,155
210
$675K 0.09%
+7,737
211
$665K 0.09%
+6,098
212
$663K 0.09%
+24,222
213
$654K 0.09%
+4,789
214
$654K 0.09%
+2,975
215
$649K 0.09%
+12,834
216
$641K 0.09%
+3,077
217
$635K 0.09%
+11,403
218
$627K 0.08%
+12,478
219
$619K 0.08%
+8,920
220
$615K 0.08%
+18,532
221
$613K 0.08%
+9,920
222
$607K 0.08%
+15,692
223
$604K 0.08%
+19,441
224
$604K 0.08%
+11,714
225
$603K 0.08%
+9,420
7 8
9
10 11