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
151
$2.72M 0.16%
35,476
+169
152
$2.69M 0.16%
30,612
-34,038
153
$2.68M 0.16%
25,756
-256
154
$2.67M 0.16%
27,712
-204
155
$2.66M 0.16%
30,507
-139
156
$2.66M 0.16%
26,533
+1,664
157
$2.65M 0.16%
20,881
+19,157
158
$2.65M 0.16%
92,521
-103,058
159
$2.61M 0.16%
53,013
+585
160
$2.59M 0.16%
13,365
+478
161
$2.58M 0.16%
44,003
-63,132
162
$2.56M 0.15%
59,800
+6,175
163
$2.54M 0.15%
178,427
-3,576
164
$2.53M 0.15%
+85,714
165
$2.53M 0.15%
34,212
+396
166
$2.52M 0.15%
51,508
+42,770
167
$2.51M 0.15%
19,664
-458
168
$2.49M 0.15%
+233,540
169
$2.48M 0.15%
101,180
+38,100
170
$2.48M 0.15%
53,430
-467
171
$2.36M 0.14%
100,532
+5,900
172
$2.36M 0.14%
72,275
-3,972
173
$2.33M 0.14%
47,736
+2,119
174
$2.33M 0.14%
20,802
+1,539
175
$2.27M 0.14%
9,631
5 6
7
8 9