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
276
$1.09M 0.07%
35,854
+1,914
277
$1.09M 0.07%
9,631
-12
278
$1.07M 0.07%
10,996
+355
279
$1.05M 0.07%
3,421
-143
280
$1.04M 0.07%
26,846
+1,714
281
$1.03M 0.07%
33,270
+465
282
$1.03M 0.07%
56,956
-2,088
283
$1.03M 0.07%
8,900
-92
284
$1.02M 0.07%
33,115
-3,253
285
$1.02M 0.07%
+6,439
286
$1.02M 0.07%
19,597
+1,000
287
$1.01M 0.07%
42,149
+141
288
$1.01M 0.07%
11,457
+498
289
$1.01M 0.07%
38,962
-15,542
290
$1.01M 0.06%
30,970
+3,661
291
$1M 0.06%
66,951
+1,401
292
$995K 0.06%
13,978
-4,700
293
$995K 0.06%
6,082
-412
294
$991K 0.06%
+10,895
295
$989K 0.06%
164,833
+21,200
296
$979K 0.06%
+45,393
297
$971K 0.06%
9,605
-299
298
$968K 0.06%
3,758
-69
299
$962K 0.06%
16,634
-13,027
300
$955K 0.06%
7,361
+210
10 11
12
13 14