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
526
$332K 0.02%
6,848
-158
527
$331K 0.02%
+10,600
528
$327K 0.02%
5,075
-39
529
$322K 0.02%
+9,966
530
$321K 0.02%
3,302
+130
531
$317K 0.02%
3,979
-208
532
$314K 0.02%
3,350
533
$312K 0.02%
1,478
-2
534
$312K 0.02%
15,770
+646
535
$309K 0.02%
3,089
+1,000
536
$309K 0.02%
4,558
-136
537
$308K 0.02%
50,789
-1,343
538
$307K 0.02%
15,841
-420
539
$307K 0.02%
8,120
540
$307K 0.02%
2,000
-4,290
541
$307K 0.02%
3,845
+194
542
$302K 0.02%
8,257
543
$302K 0.02%
5,723
-45
544
$301K 0.02%
8,457
+2,170
545
$301K 0.02%
7,879
-44
546
$301K 0.02%
3,516
-1,607
547
$300K 0.02%
9,215
+345
548
$300K 0.02%
4,979
-319
549
$299K 0.02%
17,104
-4,665
550
$299K 0.02%
5,504
-633
20 21
22
23 24