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
501
$374K 0.02%
284
-4
502
$372K 0.02%
4,881
503
$372K 0.02%
2,169
+66
504
$370K 0.02%
2,853
+4
505
$367K 0.02%
4,975
506
$361K 0.02%
5,034
+21
507
$360K 0.02%
1,411
-133
508
$360K 0.02%
13,600
+3,300
509
$360K 0.02%
6,499
+920
510
$360K 0.02%
4,760
-826
511
$354K 0.02%
5,074
+1,999
512
$351K 0.02%
10,450
-6,470
513
$351K 0.02%
11,061
+2,284
514
$349K 0.02%
27,662
-3,285
515
$348K 0.02%
7,959
516
$346K 0.02%
1,324
+66
517
$343K 0.02%
7,619
-295
518
$343K 0.02%
14,298
+5,824
519
$343K 0.02%
14,582
+4,925
520
$341K 0.02%
3,046
-100
521
$341K 0.02%
+35,058
522
$336K 0.02%
6,639
523
$336K 0.02%
4,747
-17
524
$336K 0.02%
1,795
-125
525
$334K 0.02%
5,763
-8,648
19 20
21
22 23