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
626
$203K 0.01%
+1,773
627
$203K 0.01%
2,689
-2
628
$203K 0.01%
+2,064
629
$202K 0.01%
+4,174
630
$202K 0.01%
+2,856
631
$201K 0.01%
3,176
-54,942
632
$197K 0.01%
40,435
633
$182K 0.01%
21,543
-2,285
634
$181K 0.01%
14,552
-64
635
$178K 0.01%
+10,050
636
$162K 0.01%
4,465
637
$162K 0.01%
+16,000
638
$142K 0.01%
12,311
+166
639
$138K 0.01%
10,928
+122
640
$126K 0.01%
11,427
+15
641
– –
0
642
$118K 0.01%
19,959
-2,511
643
$104K 0.01%
+13,000
644
$103K 0.01%
12,658
+2,104
645
$101K 0.01%
14,472
-2,518
646
$91.2K 0.01%
10,680
+194
647
$83.3K 0.01%
1,973
+7
648
$78.3K ﹤0.01%
568
649
$73.3K ﹤0.01%
10,350
650
$57.3K ﹤0.01%
+12,910
24 25
26
27 28