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
551
$298K 0.02%
26,623
-265
552
$298K 0.02%
4,714
-595
553
$295K 0.02%
6,028
+1,085
554
$292K 0.02%
+919
555
$292K 0.02%
+5,637
556
$290K 0.02%
9,893
+473
557
$290K 0.02%
1,968
-30
558
$290K 0.02%
15,798
559
$288K 0.02%
1,008
-78
560
$288K 0.02%
3,244
-176
561
$288K 0.02%
+1,323
562
$287K 0.02%
1,257
-45
563
$285K 0.02%
3,932
+23
564
$284K 0.02%
933
+89
565
$282K 0.02%
3,677
+437
566
$281K 0.02%
4,665
-14,135
567
$281K 0.02%
2,025
-124
568
$280K 0.02%
+2,862
569
$279K 0.02%
6,104
-20
570
$279K 0.02%
+4,125
571
$277K 0.02%
38,452
+25,300
572
$277K 0.02%
1,794
-347
573
$273K 0.02%
15,040
-265
574
$269K 0.02%
3,739
+71
575
$266K 0.02%
+2,928
21 22
23
24 25