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
501
$321K 0.02%
7,006
-463
502
$321K 0.02%
2,849
+395
503
$321K 0.02%
130
-500
504
$312K 0.02%
10,300
-4,700
505
$310K 0.02%
7,923
+56
506
$309K 0.02%
8,912
+43
507
$306K 0.02%
1,998
508
$304K 0.02%
594
-3
509
$304K 0.02%
1,480
+28
510
$303K 0.02%
4,055
+123
511
$302K 0.02%
1,369
+126
512
$300K 0.02%
15,124
-779
513
$299K 0.02%
8,870
-668
514
$298K 0.02%
+5,705
515
$298K 0.02%
3,420
+250
516
$295K 0.02%
5,768
517
$289K 0.02%
8,120
518
$289K 0.02%
4,465
+4,067
519
$284K 0.02%
8,257
+500
520
$283K 0.02%
5,579
-138
521
$282K 0.02%
2,141
+132
522
$282K 0.02%
15,798
523
$280K 0.02%
1,086
-131
524
$276K 0.02%
+3,651
525
$276K 0.02%
15,079
-2,345
19 20
21
22 23