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
426
$513K 0.03%
23,200
-6,801
427
$513K 0.03%
+2,602
428
$509K 0.03%
4,384
-345
429
$508K 0.03%
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-999
430
$507K 0.03%
8,021
-5,526
431
$503K 0.03%
+6,908
432
$499K 0.03%
+8,383
433
$494K 0.03%
41,427
-4,006
434
$491K 0.03%
5,394
-1,255
435
$490K 0.03%
9,727
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436
$486K 0.03%
12,908
437
$486K 0.03%
11,853
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438
$485K 0.03%
+3,839
439
$482K 0.03%
+8,383
440
$481K 0.03%
2,125
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441
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442
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14,867
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444
$469K 0.03%
7,351
-44,053
445
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15,672
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446
$469K 0.03%
+18,775
447
$467K 0.03%
+3,183
448
$466K 0.03%
1,890
-99
449
$466K 0.03%
7,009
450
$465K 0.03%
9,294
+433
16 17
18
19 20