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
126
$3.49M 0.21%
38,616
-2,218
127
$3.49M 0.21%
49,905
+960
128
$3.48M 0.21%
47,124
+39,418
129
$3.38M 0.2%
20,305
+1,242
130
$3.38M 0.2%
+14,455
131
$3.36M 0.2%
208,299
-4,074
132
$3.35M 0.2%
+47,810
133
$3.34M 0.2%
668,890
+69,700
134
$3.32M 0.2%
11,604
-2,678
135
$3.26M 0.2%
83,341
+28,224
136
$3.25M 0.2%
52,498
-15,485
137
$3.23M 0.19%
41,876
-2,101
138
$3.17M 0.19%
+23,986
139
$3.15M 0.19%
14,534
+7,000
140
$3.14M 0.19%
103,374
+8,737
141
$3.12M 0.19%
83,095
142
$3.11M 0.19%
83,248
+17,256
143
$3M 0.18%
4,157
+223
144
$2.96M 0.18%
7,689
+2,471
145
$2.96M 0.18%
35,651
+1,806
146
$2.94M 0.18%
25,659
-34,513
147
$2.91M 0.17%
79,655
-20
148
$2.78M 0.17%
25,261
-1,545
149
$2.77M 0.17%
37,316
+4,747
150
$2.72M 0.16%
54,165
-9,037
4 5
6
7 8