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
$1.66B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
705
New
Increased
Reduced
Closed

Top Buys

1
+$49.3M
2
+$21.7M
3
+$9.18M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.99M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.34M

Top Sells

1
+$15.9M
2
+$10.4M
3
+$9.6M
4
MBB icon
iShares MBS ETF
MBB
+$7.7M
5
HII icon
Huntington Ingalls Industries
HII
+$4.71M

Sector Composition

1 Technology 12.03%
2 Healthcare 6.01%
3 Consumer Discretionary 5.29%
4 Financials 5.15%
5 Industrials 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.48M 0.09%
5,629
-44
227
$1.48M 0.09%
37,138
+127
228
$1.45M 0.09%
9,813
-3,251
229
$1.44M 0.09%
63,489
-1,047
230
$1.42M 0.09%
7,128
+900
231
$1.41M 0.08%
197,107
+32,274
232
$1.4M 0.08%
13,060
-87
233
$1.4M 0.08%
3,055
+30
234
$1.4M 0.08%
8,429
+93
235
$1.39M 0.08%
14,015
-537
236
$1.39M 0.08%
19,612
+894
237
$1.36M 0.08%
13,328
+463
238
$1.35M 0.08%
3,278
-41
239
$1.34M 0.08%
25,530
-876
240
$1.33M 0.08%
30,362
+263
241
$1.31M 0.08%
15,839
+540
242
$1.31M 0.08%
10,528
+897
243
$1.3M 0.08%
5,341
-101
244
$1.29M 0.08%
1,922
-5,260
245
$1.27M 0.08%
22,777
-753
246
$1.27M 0.08%
10,359
+5,746
247
$1.27M 0.08%
2,606
+2,012
248
$1.25M 0.08%
17,249
+232
249
$1.25M 0.08%
28,029
+2,086
250
$1.24M 0.07%
9,234
-239
8 9
10
11 12