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
451
$464K 0.03%
16,118
-185
452
$463K 0.03%
18,585
-1,998
453
$459K 0.03%
+18,736
454
$459K 0.03%
6,584
+278
455
$457K 0.03%
4,473
-303
456
$456K 0.03%
4,871
-960
457
$454K 0.03%
23,751
-516
458
$454K 0.03%
18,506
+338
459
$452K 0.03%
6,198
+389
460
$451K 0.03%
8,117
-243
461
$450K 0.03%
+6,680
462
$448K 0.03%
6,460
-14,395
463
$445K 0.03%
37,773
464
$444K 0.03%
11,886
-8,540
465
$443K 0.03%
5,656
+204
466
$443K 0.03%
+9,969
467
$442K 0.03%
+3,833
468
$442K 0.03%
5,027
-752
469
$440K 0.03%
7,393
-1,263
470
$440K 0.03%
4,830
+4
471
$432K 0.03%
+12,263
472
$431K 0.03%
4,660
-125
473
$427K 0.03%
+16,367
474
$424K 0.03%
+1,957
475
$423K 0.03%
36,650
17 18
19
20 21