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
376
$614K 0.04%
7,613
-1,973
377
$613K 0.04%
+9,193
378
$605K 0.04%
17,991
+149
379
$604K 0.04%
11,369
380
$604K 0.04%
9,455
+210
381
$603K 0.04%
818
-10
382
$601K 0.04%
20,577
+770
383
$601K 0.04%
1,690
+173
384
$598K 0.04%
5,902
-71
385
$598K 0.04%
3,927
-697
386
$598K 0.04%
17,262
+1,474
387
$593K 0.04%
16,461
-1,473
388
$584K 0.04%
+11,833
389
$582K 0.04%
22,467
+2,524
390
$580K 0.03%
236
+106
391
$578K 0.03%
+5,246
392
$571K 0.03%
16,700
+100
393
$570K 0.03%
12,711
-78
394
$570K 0.03%
3,147
+8
395
$570K 0.03%
16,895
+1,423
396
$566K 0.03%
8,374
-337
397
$566K 0.03%
16,373
+10,366
398
$558K 0.03%
3,529
+127
399
$557K 0.03%
88,000
-16,500
400
$556K 0.03%
+23,460
14 15
16
17 18