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
276
$1.08M 0.06%
13,067
-3,269
277
$1.07M 0.06%
34,458
-4,077
278
$1.07M 0.06%
10,175
+1,237
279
$1.05M 0.06%
7,534
-61
280
$1.05M 0.06%
7,857
-610
281
$1.04M 0.06%
4,273
+14
282
$1.04M 0.06%
4,522
-21,278
283
$1.03M 0.06%
25,478
-7,556
284
$1.03M 0.06%
+5,741
285
$1.02M 0.06%
24,018
-1,442
286
$1.01M 0.06%
10,782
+509
287
$1.01M 0.06%
13,992
+3,082
288
$1.01M 0.06%
24,975
-617
289
$1.01M 0.06%
30,393
-1,020
290
$1.01M 0.06%
144
291
$1.01M 0.06%
+3,686
292
$1M 0.06%
5,775
+96
293
$1M 0.06%
3,342
+321
294
$998K 0.06%
+5,227
295
$991K 0.06%
46,807
-1,980
296
$987K 0.06%
14,076
+222
297
$983K 0.06%
16,305
+1,104
298
$981K 0.06%
12,680
+1,948
299
$970K 0.05%
3,181
-10,934
300
$965K 0.05%
9,842
-63
10 11
12
13 14