IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
This Quarter Return
-13.36%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$511M
AUM Growth
+$511M
(-31%)
Cap. Flow
-$122M
Cap. Flow
% of AUM
-23.86%
Top 10 Holdings %
Top 10 Hldgs %
21.75%
Holding
470
New
48
Increased
166
Reduced
143
Closed
100
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.8M |
| 2 |
ProShares UltraShort S&P500
SDS
|
$10.3M |
| 3 |
iShares Morningstar Growth ETF
ILCG
|
$9.83M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$7.92M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.89M |
Top Sells
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
$30.2M |
| 2 |
Apple
AAPL
|
$9.28M |
| 3 |
AutoZone
AZO
|
$6.85M |
| 4 |
Rockwell Automation
ROK
|
$6.08M |
| 5 |
Booking.com
BKNG
|
$4.97M |
Sector Composition
| 1 | Technology | 10.91% |
| 2 | Healthcare | 9.13% |
| 3 | Financials | 6.59% |
| 4 | Industrials | 6.23% |
| 5 | Consumer Discretionary | 4.87% |
