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
601
$233K 0.01%
1,865
602
$230K 0.01%
8,520
-327
603
$230K 0.01%
1,701
-23,154
604
$224K 0.01%
11,480
+617
605
$224K 0.01%
6,856
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606
$223K 0.01%
1,164
-26
607
$222K 0.01%
3,495
+171
608
$221K 0.01%
8,535
-1,233
609
$220K 0.01%
+11,364
610
$220K 0.01%
+790
611
$219K 0.01%
1,693
-4
612
$215K 0.01%
9,458
613
$215K 0.01%
3,579
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614
$214K 0.01%
8,794
-1,270
615
$213K 0.01%
+260
616
$213K 0.01%
+381
617
$213K 0.01%
585
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$212K 0.01%
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619
$211K 0.01%
+4,937
620
$210K 0.01%
+1,687
621
$208K 0.01%
+3,454
622
$207K 0.01%
2,477
-909
623
$206K 0.01%
+4,334
624
$206K 0.01%
+1,760
625
$203K 0.01%
+2,035
23 24
25
26 27