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
326
$794K 0.05%
24,440
-2,325
327
$790K 0.05%
10,579
-22,596
328
$777K 0.05%
26,064
+3,221
329
$775K 0.05%
4,996
-3,376
330
$768K 0.05%
11,225
-240
331
$766K 0.05%
7,714
-951
332
$765K 0.05%
+15,232
333
$764K 0.05%
288
+12
334
$758K 0.05%
28,288
-10,674
335
$753K 0.05%
4,519
-141
336
$746K 0.04%
+39,761
337
$744K 0.04%
5,070
-87
338
$743K 0.04%
17,154
-6,676
339
$742K 0.04%
48,808
340
$739K 0.04%
+20,158
341
$738K 0.04%
9,963
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342
$721K 0.04%
22,990
-10,280
343
$721K 0.04%
5,261
+80
344
$720K 0.04%
17,178
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345
$717K 0.04%
5,959
-123
346
$711K 0.04%
42,963
347
$710K 0.04%
2,112
-117
348
$708K 0.04%
11,135
+23
349
$701K 0.04%
6,121
-2,779
350
$701K 0.04%
6,198
-3,407
12 13
14
15 16