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
401
$556K 0.03%
+9,822
402
$554K 0.03%
+25,641
403
$554K 0.03%
51,271
404
$553K 0.03%
3,426
+121
405
$547K 0.03%
10,436
-4,257
406
$546K 0.03%
4,532
-716
407
$543K 0.03%
2,907
+150
408
$541K 0.03%
20,576
-163,415
409
$540K 0.03%
5,161
-116
410
$538K 0.03%
12,086
-984
411
$538K 0.03%
2,356
-4,214
412
$534K 0.03%
1,696
+46
413
$530K 0.03%
7,185
-90
414
$530K 0.03%
13,421
+164
415
$528K 0.03%
3,607
+65
416
$528K 0.03%
12,828
-565
417
$524K 0.03%
13,557
+2,367
418
$522K 0.03%
12,850
+175
419
$522K 0.03%
6,839
-1,893
420
$522K 0.03%
10,309
-144
421
$521K 0.03%
10,614
-22
422
$517K 0.03%
3,738
-16
423
$517K 0.03%
4,460
-231
424
$516K 0.03%
8,875
+3,170
425
$513K 0.03%
3,836
+48
15 16
17
18 19