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
201
$1.69M 0.1%
106,119
-1,320
202
$1.69M 0.1%
27,549
+111
203
$1.69M 0.1%
10,920
-1,215
204
$1.68M 0.1%
132,680
-1,475
205
$1.67M 0.1%
8,175
-3,558
206
$1.66M 0.1%
13,512
-1,598
207
$1.66M 0.1%
6,639
-199
208
$1.66M 0.1%
18,281
+98
209
$1.65M 0.1%
61,836
-1,340
210
$1.64M 0.1%
21,607
+7,629
211
$1.64M 0.1%
7,296
-1,689
212
$1.64M 0.1%
32,745
-821
213
$1.63M 0.1%
3,549
-327
214
$1.6M 0.1%
86,740
-3,221
215
$1.58M 0.1%
33,053
-1,002
216
$1.58M 0.1%
17,812
+316
217
$1.56M 0.09%
48,587
-46,826
218
$1.56M 0.09%
33,241
-1,126
219
$1.54M 0.09%
15,248
-6,782
220
$1.54M 0.09%
15,589
+3,733
221
$1.53M 0.09%
8,217
-2,443
222
$1.53M 0.09%
76,767
-10,937
223
$1.52M 0.09%
26,835
+705
224
$1.51M 0.09%
7,499
-1,108
225
$1.48M 0.09%
15,520
+59
7 8
9
10 11