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
401
$570K 0.03%
753
+108
402
$565K 0.03%
11,950
-1,919
403
$561K 0.03%
5,897
-167
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$560K 0.03%
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405
$557K 0.03%
7,959
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406
$556K 0.03%
215
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407
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6,471
-1,092
408
$541K 0.03%
4,097
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409
$539K 0.03%
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410
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1,598
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411
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8,401
+420
412
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12,304
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413
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3,868
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414
$535K 0.03%
4,646
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415
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13,343
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416
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51,280
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418
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15,333
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419
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4,577
-42
420
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3,209
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421
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1,053
-148
422
$513K 0.03%
11,073
-61,438
423
$513K 0.03%
10,795
-374
424
$511K 0.03%
8,325
+36
425
$511K 0.03%
2,249
-108
15 16
17
18 19