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
$1.76B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.35M
3
+$4.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.62M
5
GD icon
General Dynamics
GD
+$4.08M

Top Sells

1
+$25.7M
2
+$7.12M
3
+$6.12M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$4.97M
5
USA icon
Liberty All-Star Equity Fund
USA
+$4.95M

Sector Composition

1 Technology 13.68%
2 Financials 7.18%
3 Healthcare 5.54%
4 Industrials 5.26%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.28M 0.07%
16,366
-294
252
$1.28M 0.07%
5,398
-78
253
$1.27M 0.07%
8,376
+4,110
254
$1.26M 0.07%
67,982
-14,008
255
$1.25M 0.07%
+6,528
256
$1.25M 0.07%
74,675
+9,951
257
$1.25M 0.07%
24,920
-388
258
$1.24M 0.07%
4,010
-7,980
259
$1.24M 0.07%
5,625
+1,659
260
$1.24M 0.07%
7,631
+2,574
261
$1.21M 0.07%
11,187
-256
262
$1.21M 0.07%
25,701
+4,305
263
$1.2M 0.07%
25,292
+1,382
264
$1.19M 0.07%
64,005
-3,078
265
$1.17M 0.07%
11,113
-3,985
266
$1.15M 0.06%
30,809
-384
267
$1.14M 0.06%
4,885
+36
268
$1.14M 0.06%
67,452
-3,694
269
$1.13M 0.06%
21,816
-650
270
$1.11M 0.06%
7,545
+66
271
$1.1M 0.06%
16,277
+1,223
272
$1.1M 0.06%
47,825
-2,426
273
$1.1M 0.06%
2,371
-60
274
$1.1M 0.06%
22,208
+1,770
275
$1.08M 0.06%
4,294
+19
9 10
11
12 13