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
176
$2.26M 0.14%
9,270
-13,206
177
$2.21M 0.13%
54,097
-5,760
178
$2.19M 0.13%
22,318
+8,472
179
$2.18M 0.13%
6,660
+924
180
$2.16M 0.13%
+178,740
181
$2.13M 0.13%
25,434
+18,267
182
$2.13M 0.13%
23,323
+684
183
$2.09M 0.13%
28,292
+2,591
184
$2.08M 0.12%
7,434
-12,725
185
$2.07M 0.12%
25,800
-1,127
186
$2.06M 0.12%
13,803
-9,008
187
$2.05M 0.12%
49,439
+9,528
188
$2.02M 0.12%
7,957
+520
189
$2.01M 0.12%
18,927
+2,842
190
$1.95M 0.12%
33,296
+16,662
191
$1.94M 0.12%
5,830
-3,283
192
$1.92M 0.12%
23,150
+299
193
$1.91M 0.11%
15,400
+44
194
$1.86M 0.11%
12,843
+848
195
$1.85M 0.11%
39,395
-765
196
$1.79M 0.11%
46,022
+5,218
197
$1.78M 0.11%
20,640
+4,103
198
$1.78M 0.11%
33,560
+2,450
199
$1.74M 0.1%
32,295
-1,828
200
$1.71M 0.1%
4,961
-245
6 7
8
9 10