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
451
$465K 0.03%
14,450
+1,400
452
$463K 0.03%
12,135
-579
453
$463K 0.03%
6,943
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454
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4,570
455
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2,090
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456
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+18,452
457
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+8,550
458
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2,497
+130
459
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1,892
-62
460
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11,698
-561
461
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12,908
462
$450K 0.03%
17,080
-1,255
463
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7,318
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464
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+3,788
465
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8,554
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466
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3,248
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467
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468
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37,423
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$439K 0.02%
20,155
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470
$439K 0.02%
6,513
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471
$437K 0.02%
4,843
-187
472
$434K 0.02%
4,478
-120
473
$431K 0.02%
+1,690
474
$426K 0.02%
7,375
-824
475
$424K 0.02%
5,565
-452
17 18
19
20 21