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
401
$522K 0.03%
42,963
402
$521K 0.03%
828
+20
403
$517K 0.03%
4,691
-133
404
$517K 0.03%
3,152
-93
405
$514K 0.03%
3,788
-1,488
406
$512K 0.03%
+24,267
407
$511K 0.03%
12,908
-73
408
$509K 0.03%
16,437
-3,472
409
$505K 0.03%
12,675
+800
410
$503K 0.03%
+7,167
411
$503K 0.03%
1,292
-28
412
$502K 0.03%
13,257
+4,261
413
$501K 0.03%
5,032
-1,883
414
$500K 0.03%
+1,326
415
$497K 0.03%
8,733
+69
416
$495K 0.03%
1,517
+230
417
$493K 0.03%
1,989
-1,126
418
$491K 0.03%
7,009
-490
419
$489K 0.03%
8,656
-125
420
$488K 0.03%
5,831
-46
421
$487K 0.03%
15,472
-2,784
422
$481K 0.03%
19,943
+653
423
$480K 0.03%
11,674
+199
424
$480K 0.03%
2,757
-102
425
$477K 0.03%
3,402
+117
15 16
17
18 19