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
426
$506K 0.03%
51,596
427
$505K 0.03%
50,762
+200
428
$503K 0.03%
5,361
+200
429
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430
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5,833
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431
$494K 0.03%
8,403
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432
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3,877
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433
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14,516
-1,446
434
$493K 0.03%
6,130
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435
$491K 0.03%
4,699
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436
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11,501
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437
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438
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9,356
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439
$483K 0.03%
24,250
440
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11,341
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441
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442
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443
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12,881
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444
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445
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17,176
-21,707
446
$475K 0.03%
5,980
-402
447
$471K 0.03%
300
+29
448
$469K 0.03%
14,931
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449
$467K 0.03%
2,934
-150
450
$466K 0.03%
1,697
-120
16 17
18
19 20