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
451
$421K 0.03%
4,776
-938
452
$420K 0.03%
6,306
-4,060
453
$416K 0.03%
6,137
+914
454
$414K 0.03%
8,738
+1,186
455
$410K 0.03%
8,861
+424
456
$410K 0.03%
1,544
+134
457
$408K 0.03%
12,614
-1,908
458
$403K 0.03%
4,826
-3,588
459
$394K 0.03%
2,103
+84
460
$394K 0.03%
21,769
+1,324
461
$389K 0.03%
4,187
+32
462
$389K 0.03%
9,355
+169
463
$388K 0.03%
5,368
+1,314
464
$381K 0.02%
12,017
-133
465
$380K 0.02%
13,378
+909
466
$379K 0.02%
26,888
-385
467
$379K 0.02%
7,603
+684
468
$379K 0.02%
9,281
+342
469
$377K 0.02%
2,949
-250
470
$375K 0.02%
1,905
-14
471
$371K 0.02%
6,032
-870
472
$370K 0.02%
3,085
-26
473
$368K 0.02%
5,114
-161
474
$367K 0.02%
10,593
+762
475
$366K 0.02%
18,168
+36
17 18
19
20 21