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
26
$11.2M 0.63%
19,533
+4,302
27
$11.2M 0.63%
382,006
+11,556
28
$11.1M 0.63%
57,552
+215
29
$11M 0.62%
120,669
-280,868
30
$10.7M 0.61%
130,876
-13,297
31
$10.7M 0.61%
72,792
-19,740
32
$10.3M 0.58%
29,834
-739
33
$10.2M 0.58%
96,708
-11,393
34
$10M 0.57%
42,193
-2,731
35
$9.91M 0.56%
38,066
+13,765
36
$9.89M 0.56%
14,977
+1,601
37
$9.66M 0.55%
86,570
-63,810
38
$9.65M 0.55%
48,088
-4,847
39
$9.63M 0.54%
144,814
+1,803
40
$9.51M 0.54%
72,624
-1,694
41
$9.46M 0.53%
59,924
+19,079
42
$9.35M 0.53%
227,419
+4,046
43
$9.23M 0.52%
58,860
-6,181
44
$8.49M 0.48%
177,347
+12,647
45
$8.45M 0.48%
175,518
-1,594
46
$8.41M 0.48%
75,978
+23,202
47
$8.29M 0.47%
23,430
+1,751
48
$8.03M 0.45%
386,944
+13,584
49
$7.99M 0.45%
27,725
+14,012
50
$7.88M 0.45%
107,130
+38,421
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