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
251
$1.24M 0.07%
85,064
+73,526
252
$1.23M 0.07%
34,874
+5,457
253
$1.23M 0.07%
12,609
+1,773
254
$1.22M 0.07%
70,224
-290
255
$1.21M 0.07%
5,422
-901
256
$1.21M 0.07%
+24,337
257
$1.2M 0.07%
51,329
-1,349
258
$1.19M 0.07%
11,025
+130
259
$1.19M 0.07%
2,062
-111
260
$1.19M 0.07%
11,806
-1,050
261
$1.18M 0.07%
14,283
+9,903
262
$1.18M 0.07%
57,240
+284
263
$1.17M 0.07%
8,890
-28,024
264
$1.15M 0.07%
13,598
+2,449
265
$1.15M 0.07%
28,011
+15,747
266
$1.14M 0.07%
22,539
+16,507
267
$1.13M 0.07%
30,315
-2,000
268
$1.12M 0.07%
25,304
+3,459
269
$1.12M 0.07%
35,792
-62
270
$1.12M 0.07%
14,782
-6,869
271
$1.11M 0.07%
29,363
+6,148
272
$1.11M 0.07%
29,633
+1,645
273
$1.1M 0.07%
52,696
-3,418
274
$1.08M 0.07%
10,915
-81
275
$1.08M 0.06%
5,076
-471
9 10
11
12 13