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
376
$584K 0.04%
5,277
+103
377
$581K 0.04%
+104,500
378
$579K 0.04%
5,779
+18
379
$575K 0.04%
25,894
+2,012
380
$574K 0.04%
13,070
-1,924
381
$572K 0.04%
19,807
-20,600
382
$569K 0.04%
+10,636
383
$566K 0.04%
11,369
-602
384
$565K 0.04%
3,305
-2,027
385
$562K 0.04%
3,754
+6
386
$562K 0.04%
12,789
+29
387
$559K 0.04%
3,139
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388
$556K 0.04%
276
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389
$555K 0.04%
15,788
+370
390
$554K 0.04%
8,711
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391
$554K 0.04%
7,706
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392
$548K 0.04%
13,393
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393
$542K 0.03%
24,906
+30
394
$541K 0.03%
9,245
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395
$540K 0.03%
3,542
+718
396
$538K 0.03%
1,146
+42
397
$536K 0.03%
4,729
-167
398
$532K 0.03%
+51,372
399
$527K 0.03%
10,453
400
$526K 0.03%
7,275
-188
14 15
16
17 18