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
476
$420K 0.03%
8,764
-148
477
$419K 0.03%
12,385
-229
478
$416K 0.03%
5,298
-158
479
$415K 0.02%
15,404
+1,357
480
$412K 0.02%
2,487
+15
481
$408K 0.02%
2,937
-12
482
$402K 0.02%
19,007
-1,450
483
$401K 0.02%
7,584
-19
484
$398K 0.02%
585
+145
485
$395K 0.02%
+13,596
486
$394K 0.02%
8,878
+314
487
$392K 0.02%
13,708
+330
488
$389K 0.02%
1,573
-223
489
$388K 0.02%
3,484
+399
490
$387K 0.02%
8,047
+632
491
$385K 0.02%
+24,127
492
$385K 0.02%
10,685
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493
$385K 0.02%
+1,848
494
$385K 0.02%
4,648
-384
495
$380K 0.02%
7,447
-12,150
496
$379K 0.02%
5,594
-2
497
$378K 0.02%
+9,309
498
$378K 0.02%
2,289
-143
499
$376K 0.02%
+13,746
500
$375K 0.02%
1,926
18 19
20
21 22