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
51
$7.26M 0.44%
14,619
-186
52
$7.26M 0.44%
45,565
-23,864
53
$6.89M 0.41%
99,437
+47,577
54
$6.83M 0.41%
45,255
-7,116
55
$6.82M 0.41%
89,148
-2,238
56
$6.7M 0.4%
36,021
-2,471
57
$6.59M 0.4%
75,044
+37,723
58
$6.55M 0.39%
401,784
+5,924
59
$6.51M 0.39%
16,453
-4,994
60
$6.42M 0.39%
169,247
+108,438
61
$6.35M 0.38%
20,553
-955
62
$6.3M 0.38%
21,357
-12,314
63
$6.28M 0.38%
100,702
+1,963
64
$6.22M 0.37%
13,161
-197
65
$6.21M 0.37%
27,527
+592
66
$6.2M 0.37%
56,597
-4,282
67
$6.14M 0.37%
16,899
+421
68
$6.14M 0.37%
35,828
-775
69
$6.01M 0.36%
61,338
-596
70
$5.97M 0.36%
59,002
+72
71
$5.91M 0.36%
63,649
-623
72
$5.91M 0.36%
26,251
+1,285
73
$5.89M 0.35%
86,996
-18,832
74
$5.78M 0.35%
30,251
-441
75
$5.78M 0.35%
12,232
-1,781
1 2
3
4 5