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
251
$1.23M 0.08%
17,017
-616
252
$1.23M 0.08%
26,406
-1,467
253
$1.22M 0.08%
14,693
+11,121
254
$1.2M 0.08%
5,442
+158
255
$1.2M 0.08%
52,678
-3,960
256
$1.2M 0.08%
2,173
-376
257
$1.19M 0.08%
25,943
+1,581
258
$1.18M 0.08%
14,270
+161
259
$1.17M 0.08%
8,636
+124
260
$1.16M 0.07%
11,856
+742
261
$1.16M 0.07%
27,988
-2,333
262
$1.16M 0.07%
28,951
-8,247
263
$1.16M 0.07%
12,406
+853
264
$1.15M 0.07%
56,114
-48,067
265
$1.15M 0.07%
32,315
-1,550
266
$1.15M 0.07%
10,418
-25,451
267
$1.14M 0.07%
70,514
-6,528
268
$1.13M 0.07%
22,527
+6,340
269
$1.13M 0.07%
6,290
+4,564
270
$1.13M 0.07%
+12,865
271
$1.12M 0.07%
48,808
272
$1.11M 0.07%
48,800
-500
273
$1.11M 0.07%
13,547
+21
274
$1.11M 0.07%
18,800
+14,274
275
$1.1M 0.07%
10,836
+755
9 10
11
12 13