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
276
$1.07M 0.06%
9,693
-725
277
$1.07M 0.06%
11,506
+898
278
$1.07M 0.06%
31,886
-5,543
279
$1.07M 0.06%
66,900
-51
280
$1.06M 0.06%
21,360
-40,483
281
$1.06M 0.06%
+29,791
282
$1.06M 0.06%
3,598
-160
283
$1.05M 0.06%
26,227
-2,724
284
$1.05M 0.06%
54,345
+5,150
285
$1.03M 0.06%
50,557
-22,140
286
$1.03M 0.06%
42,289
+140
287
$1.03M 0.06%
7,206
-155
288
$1.02M 0.06%
25,097
-1,749
289
$1.01M 0.06%
48,800
290
$994K 0.06%
3,461
+40
291
$991K 0.06%
8,830
-3,576
292
$987K 0.06%
4,463
+726
293
$986K 0.06%
19,756
+14,384
294
$961K 0.06%
13,808
+1,538
295
$958K 0.06%
11,229
-3,041
296
$952K 0.06%
+9,812
297
$942K 0.06%
21,371
+12,016
298
$939K 0.06%
8,475
-161
299
$938K 0.06%
2,349
+1,023
300
$937K 0.06%
7,549
-67
10 11
12
13 14