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
101
$4.35M 0.26%
112,604
-52,431
102
$4.31M 0.26%
110,780
-4,998
103
$4.26M 0.26%
70,997
+46,987
104
$4.22M 0.25%
54,679
+6,017
105
$4.16M 0.25%
91,937
+1,942
106
$4.1M 0.25%
22,470
+89
107
$4.06M 0.24%
+61,466
108
$4.03M 0.24%
11,733
+1,278
109
$4.02M 0.24%
27,169
+1,466
110
$3.99M 0.24%
148,030
+129,908
111
$3.99M 0.24%
65,441
+5,130
112
$3.88M 0.23%
41,845
+2,430
113
$3.86M 0.23%
19,294
+533
114
$3.83M 0.23%
20,214
-6,534
115
$3.81M 0.23%
40,245
-81,267
116
$3.79M 0.23%
+47,807
117
$3.77M 0.23%
19,659
+480
118
$3.72M 0.22%
17,546
+3,980
119
$3.71M 0.22%
24,962
+89
120
$3.7M 0.22%
54,823
-15,156
121
$3.64M 0.22%
16,298
-845
122
$3.64M 0.22%
72,272
-16,041
123
$3.55M 0.21%
14,702
-75
124
$3.53M 0.21%
72,403
+1,282
125
$3.51M 0.21%
25,450
+13,338
3 4
5
6 7