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
476
$424K 0.02%
+1,634
477
$423K 0.02%
24,607
+383
478
$422K 0.02%
9,465
-3,604
479
$422K 0.02%
7,539
+2,702
480
$420K 0.02%
10,696
+95
481
$419K 0.02%
5,276
-34,081
482
$415K 0.02%
2,850
-150
483
$415K 0.02%
36,250
-400
484
$414K 0.02%
18,746
+2,750
485
$413K 0.02%
20,235
-800
486
$410K 0.02%
+8,313
487
$410K 0.02%
14,832
+99
488
$404K 0.02%
1,656
-65
489
$403K 0.02%
2,871
-163
490
$399K 0.02%
5,397
+1,065
491
$396K 0.02%
4,953
-3,546
492
$396K 0.02%
3,907
-252
493
$395K 0.02%
4,975
494
$394K 0.02%
894
+72
495
$387K 0.02%
4,644
-5
496
$384K 0.02%
5,909
+70
497
$380K 0.02%
15,324
-1,502
498
$377K 0.02%
14,462
-1,282
499
$376K 0.02%
6,072
-65
500
$373K 0.02%
4,994
+381
18 19
20
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