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
301
$934K 0.06%
8,938
+397
302
$927K 0.06%
2,008
+565
303
$911K 0.05%
27,899
-4,624
304
$902K 0.05%
+25,948
305
$884K 0.05%
2,925
-88
306
$877K 0.05%
7,698
-84
307
$864K 0.05%
2,427
-107
308
$862K 0.05%
3,020
-274
309
$856K 0.05%
33,718
+1,320
310
$856K 0.05%
18,130
-661
311
$853K 0.05%
12,422
+295
312
$852K 0.05%
7,406
+501
313
$852K 0.05%
30,431
+431
314
$851K 0.05%
46,473
-5,388
315
$841K 0.05%
151
-1
316
$831K 0.05%
16,483
-6,044
317
$826K 0.05%
3,641
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318
$825K 0.05%
4,933
-97
319
$821K 0.05%
18,203
+8,922
320
$815K 0.05%
29,160
-1,810
321
$803K 0.05%
4,364
+11
322
$802K 0.05%
24,966
-1,371
323
$802K 0.05%
17,100
-83,521
324
$797K 0.05%
+9,685
325
$796K 0.05%
+18,960
11 12
13
14 15