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
576
$262K 0.02%
1,162
+259
577
$260K 0.02%
17,208
+5,408
578
$260K 0.02%
+519
579
$260K 0.02%
6,914
+193
580
$259K 0.02%
2,930
+76
581
$257K 0.02%
1,439
582
$256K 0.02%
3,177
-878
583
$256K 0.02%
4,417
-951
584
$254K 0.02%
+4,886
585
$253K 0.02%
6,694
-113
586
$252K 0.02%
1,299
-70
587
$251K 0.02%
+3,502
588
$250K 0.02%
1,852
-502
589
$248K 0.01%
+3,283
590
$245K 0.01%
+1,167
591
$245K 0.01%
2,567
+108
592
$245K 0.01%
+1,868
593
$245K 0.01%
1,175
-613
594
$244K 0.01%
8,174
-79
595
$243K 0.01%
+3,635
596
$242K 0.01%
2,825
+2
597
$241K 0.01%
6,327
-130
598
$236K 0.01%
5,161
-107
599
$236K 0.01%
685
+25
600
$234K 0.01%
+5,028
22 23
24
25 26