IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
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
+$49.2M
2
+$23M
3
+$9.41M
4
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$7.9M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.3M

Top Sells

1
+$15.8M
2
+$10.3M
3
+$9.36M
4
MBB icon
iShares MBS ETF
MBB
+$7.67M
5
HII icon
Huntington Ingalls Industries
HII
+$4.71M

Sector Composition

1 Technology 12.02%
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
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