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
351
$707K 0.04%
35,406
352
$707K 0.04%
24,327
+4,400
353
$706K 0.04%
48,808
354
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-171
355
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24,169
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356
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1,806
-302
357
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195,910
-91,500
358
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359
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-1,026
360
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361
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11,128
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362
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363
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19,669
-11,067
364
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5,538
-191
365
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+5,813
366
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18,459
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62,066
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368
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9,280
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369
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12,851
-2,176
370
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12,651
-34,802
371
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10,375
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372
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5,773
-3,056
373
$630K 0.04%
4,420
-1,533
374
$622K 0.04%
2,849
-35
375
$620K 0.04%
5,759
-3,529
13 14
15
16 17