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
26
$11.4M 0.73%
64,413
+1,804
27
$11.3M 0.73%
121,512
+3,959
28
$11.2M 0.72%
69,429
+11,654
29
$11M 0.71%
239,655
-281,218
30
$11M 0.71%
99,138
+1,319
31
$11M 0.71%
80,765
+12,723
32
$10.8M 0.7%
741,710
-47,710
33
$10.6M 0.69%
33,671
+10,926
34
$10.1M 0.65%
416,081
-11,796
35
$9.71M 0.63%
29,314
-1,492
36
$9.49M 0.61%
100,266
-7,251
37
$8.68M 0.56%
45,402
+11,385
38
$8.32M 0.54%
47,729
+986
39
$8.1M 0.52%
160,296
-34,448
40
$7.83M 0.5%
157,096
+1,088
41
$7.79M 0.5%
60,172
-908
42
$7.79M 0.5%
74,737
-5,615
43
$7.79M 0.5%
139,330
+9,540
44
$7.78M 0.5%
71,866
-40,242
45
$7.62M 0.49%
21,447
-675
46
$7.57M 0.49%
158,811
+15,234
47
$7.46M 0.48%
105,828
+4,862
48
$7.43M 0.48%
14,013
-858
49
$6.88M 0.44%
91,386
-1,629
50
$6.85M 0.44%
175,647
+39,841
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