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
426
$476K 0.03%
1,650
-562
427
$470K 0.03%
5,456
-12
428
$466K 0.03%
12,264
-1,818
429
$464K 0.03%
+20,457
430
$462K 0.03%
7,580
-19,222
431
$461K 0.03%
16,600
+100
432
$460K 0.03%
20,583
+5,571
433
$459K 0.03%
+37,773
434
$458K 0.03%
8,360
+630
435
$457K 0.03%
1,796
-526
436
$457K 0.03%
18,585
+106
437
$456K 0.03%
8,732
+503
438
$456K 0.03%
11,190
+145
439
$455K 0.03%
51,271
440
$450K 0.03%
6,038
441
$449K 0.03%
4,613
+17
442
$441K 0.03%
16,303
-1,386
443
$436K 0.03%
4,785
-18
444
$435K 0.03%
5,809
+389
445
$434K 0.03%
5,452
-6,021
446
$432K 0.03%
+36,650
447
$432K 0.03%
5,586
+294
448
$430K 0.03%
18,168
-954
449
$430K 0.03%
5,123
-37
450
$429K 0.03%
18,122
+74
16 17
18
19 20