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
476
$362K 0.02%
4,881
-162
477
$360K 0.02%
30,947
+2,438
478
$360K 0.02%
2,472
-530
479
$359K 0.02%
2,432
+53
480
$357K 0.02%
4,380
-14,120
481
$355K 0.02%
8,564
+2,893
482
$353K 0.02%
1,258
+448
483
$352K 0.02%
14,047
-3,079
484
$348K 0.02%
7,914
-2,931
485
$346K 0.02%
4,975
486
$346K 0.02%
7,959
487
$346K 0.02%
1,926
-6,920
488
$343K 0.02%
+2,191
489
$341K 0.02%
4,764
-410
490
$339K 0.02%
5,298
+373
491
$339K 0.02%
5,309
+951
492
$338K 0.02%
5,596
493
$335K 0.02%
3,350
494
$334K 0.02%
1,788
+55
495
$334K 0.02%
7,415
+1,788
496
$329K 0.02%
5,013
+392
497
$328K 0.02%
+3,172
498
$327K 0.02%
1,920
+5
499
$325K 0.02%
6,639
500
$322K 0.02%
3,146
-109
18 19
20
21 22