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
351
$699K 0.04%
7,448
+232
352
$698K 0.04%
1,280
+134
353
$696K 0.04%
22,115
-11,000
354
$684K 0.04%
26,648
-15,723
355
$683K 0.04%
+5,192
356
$678K 0.04%
4,793
+2,602
357
$676K 0.04%
35,406
358
$670K 0.04%
62,928
-18
359
$663K 0.04%
2,164
-209
360
$661K 0.04%
11,968
-103
361
$654K 0.04%
11,930
+89
362
$648K 0.04%
3,971
-35
363
$645K 0.04%
1,389
-404
364
$644K 0.04%
+5,991
365
$644K 0.04%
30,766
-1,888
366
$641K 0.04%
10,518
-846
367
$633K 0.04%
4,371
-594
368
$632K 0.04%
13,219
-5,236
369
$623K 0.04%
25,710
-184
370
$623K 0.04%
16,382
-4,701
371
$622K 0.04%
3,126
-1,468
372
$622K 0.04%
1,394
+102
373
$619K 0.04%
16,251
+200
374
$617K 0.04%
5,861
-2,745
375
$616K 0.04%
6,496
-35
13 14
15
16 17