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
376
$610K 0.03%
3,074
+404
377
$608K 0.03%
6,172
-3,303
378
$605K 0.03%
4,370
-2,643
379
$601K 0.03%
11,481
+6,281
380
$599K 0.03%
5,165
+188
381
$598K 0.03%
7,959
-96
382
$597K 0.03%
12,982
+41
383
$595K 0.03%
1,591
-94
384
$595K 0.03%
13,020
+756
385
$592K 0.03%
5,062
-71
386
$591K 0.03%
13,657
-223
387
$591K 0.03%
5,919
-559
388
$587K 0.03%
26,079
+632
389
$584K 0.03%
+5,399
390
$584K 0.03%
13,300
391
$584K 0.03%
6,979
-24
392
$582K 0.03%
11,123
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393
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16,655
-222
394
$581K 0.03%
6,601
+3,520
395
$579K 0.03%
2,916
-17,820
396
$574K 0.03%
4,700
-124
397
$574K 0.03%
148,630
+100,500
398
$573K 0.03%
5,098
+44
399
$571K 0.03%
+6,853
400
$570K 0.03%
11,918
+1,685
14 15
16
17 18