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
$1.55B
AUM Growth
+$80.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
693
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$8.08M
3
+$7.6M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$6.69M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$6.35M

Top Sells

1
+$54.1M
2
+$14.7M
3
+$12.9M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$4.35M
5
DUG icon
ProShares UltraShort Energy
DUG
+$4.26M

Sector Composition

1 Technology 9.71%
2 Healthcare 7.16%
3 Financials 6.32%
4 Industrials 5.76%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.47M 0.1%
15,461
-72
227
$1.47M 0.09%
26,130
-6,210
228
$1.46M 0.09%
6,838
-950
229
$1.44M 0.09%
23,530
-1,831
230
$1.44M 0.09%
37,011
-3,159
231
$1.43M 0.09%
72,697
-6,053
232
$1.43M 0.09%
13,147
-791
233
$1.43M 0.09%
17,496
+3,955
234
$1.42M 0.09%
3,319
+90
235
$1.41M 0.09%
20,855
+870
236
$1.41M 0.09%
64,536
-2,817
237
$1.4M 0.09%
16,537
+13,532
238
$1.39M 0.09%
5,157
-300
239
$1.37M 0.09%
5,547
-130
240
$1.36M 0.09%
5,673
+241
241
$1.34M 0.09%
3,025
+125
242
$1.33M 0.09%
18,718
+13,237
243
$1.31M 0.08%
15,299
-1,261
244
$1.31M 0.08%
31,110
+15,880
245
$1.31M 0.08%
+36,430
246
$1.29M 0.08%
12,856
+10,186
247
$1.28M 0.08%
9,473
-259
248
$1.26M 0.08%
+32,022
249
$1.25M 0.08%
37,429
-2,726
250
$1.24M 0.08%
8,336
-427
8 9
10
11 12