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
326
$853K 0.05%
42,371
+1,720
327
$852K 0.05%
26,765
-2,992
328
$844K 0.05%
3,013
-98
329
$834K 0.05%
21,083
+334
330
$826K 0.05%
6,228
+83
331
$820K 0.05%
26,337
-417
332
$810K 0.05%
3,737
-609
333
$805K 0.05%
3,294
+425
334
$790K 0.05%
10,608
+170
335
$787K 0.05%
1,443
+103
336
$782K 0.05%
17,934
-814
337
$773K 0.05%
16,690
-1,892
338
$772K 0.05%
6,905
+229
339
$771K 0.05%
4,660
-1,176
340
$762K 0.05%
12,127
-83
341
$754K 0.05%
20,426
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342
$749K 0.05%
11,465
-144
343
$745K 0.05%
9,586
-15,661
344
$739K 0.05%
2,373
-354
345
$735K 0.05%
7,782
+1,238
346
$732K 0.05%
+4,353
347
$730K 0.05%
11,112
-312
348
$727K 0.05%
32,654
-4,198
349
$725K 0.05%
+23,889
350
$721K 0.05%
22,843
12 13
14
15 16