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
301
$954K 0.06%
30,000
302
$953K 0.06%
29,417
+7,272
303
$951K 0.06%
2,534
-1,101
304
$941K 0.06%
4,594
+142
305
$939K 0.06%
23,215
-6,327
306
$939K 0.06%
11,149
-34,507
307
$930K 0.06%
32,398
+8,473
308
$924K 0.06%
51,861
+2,082
309
$922K 0.06%
+21,473
310
$909K 0.06%
21,845
+4,265
311
$906K 0.06%
49,195
-32,079
312
$905K 0.06%
8,372
+756
313
$897K 0.06%
13,846
-8,618
314
$883K 0.06%
23,830
+13,970
315
$876K 0.06%
12,270
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316
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11,364
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317
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8,541
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318
$873K 0.06%
18,791
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319
$873K 0.06%
5,030
-501
320
$868K 0.06%
7,616
-9
321
$862K 0.06%
18,455
-12,328
322
$861K 0.06%
+25,872
323
$860K 0.06%
32,523
-6,825
324
$855K 0.06%
8,665
-485
325
$855K 0.06%
8,606
+19
11 12
13
14 15