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
26
$11.2M 0.68%
55,118
+9,716
27
$11.2M 0.67%
85,806
-4,831
28
$11M 0.66%
48,184
-115
29
$10.5M 0.63%
105,310
-104,283
30
$10.3M 0.62%
106,284
+6,018
31
$10.1M 0.61%
62,035
-2,032
32
$9.81M 0.59%
152,900
+13,570
33
$9.81M 0.59%
63,260
-1,153
34
$9.66M 0.58%
379,142
-36,939
35
$9.35M 0.56%
87,900
-11,238
36
$9.25M 0.56%
50,510
+15,192
37
$8.78M 0.53%
183,627
+166,937
38
$8.74M 0.53%
67,513
-13,252
39
$8.68M 0.52%
87,565
+24,682
40
$8.67M 0.52%
165,948
+7,137
41
$8.6M 0.52%
81,511
+9,645
42
$8.59M 0.52%
48,138
+409
43
$8.17M 0.49%
81,818
+5,288
44
$8.08M 0.49%
159,135
-1,161
45
$7.88M 0.47%
73,104
+46,412
46
$7.73M 0.46%
76,023
+1,286
47
$7.57M 0.45%
29,610
+296
48
$7.52M 0.45%
291,641
+156,443
49
$7.49M 0.45%
56,745
-1,448
50
$7.35M 0.44%
162,771
+32,606
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