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
76
$5.77M 0.35%
27,337
+42
77
$5.65M 0.34%
54,226
-556
78
$5.59M 0.34%
27,339
+633
79
$5.4M 0.32%
257,668
+10,982
80
$5.39M 0.32%
106,610
-50,486
81
$5.36M 0.32%
48,838
-237
82
$5.32M 0.32%
45,427
-391
83
$5.31M 0.32%
69,635
+21,059
84
$5.26M 0.32%
46,568
-2,940
85
$5.18M 0.31%
835,805
+176,039
86
$5.15M 0.31%
102,928
+9,296
87
$5.11M 0.31%
36,627
-150
88
$5M 0.3%
69,884
+3,100
89
$4.98M 0.3%
98,363
-314,556
90
$4.98M 0.3%
23,435
+255
91
$4.96M 0.3%
20,777
-2,138
92
$4.95M 0.3%
61,371
+8,304
93
$4.82M 0.29%
24,418
+21,266
94
$4.81M 0.29%
77,525
+121
95
$4.8M 0.29%
30,943
+2,357
96
$4.8M 0.29%
136,028
-12,403
97
$4.71M 0.28%
88,009
+1,832
98
$4.57M 0.27%
269,535
-103
99
$4.39M 0.26%
190,191
-20,860
100
$4.35M 0.26%
100,736
-12,746
2 3
4
5 6