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
526
$276K 0.02%
+4,494
527
$274K 0.02%
2,354
-165
528
$272K 0.02%
1,724
+124
529
$272K 0.02%
8,253
+27
530
$271K 0.02%
6,124
-2,829
531
$265K 0.02%
6,807
+113
532
$261K 0.02%
16,261
+1,754
533
$260K 0.02%
1,439
-1,963
534
$260K 0.02%
6,721
+156
535
$259K 0.02%
2,149
-115
536
$256K 0.02%
3,093
-3,115
537
$255K 0.02%
5,372
+678
538
$254K 0.02%
+1,728
539
$253K 0.02%
9,420
+496
540
$250K 0.02%
1,199
-21
541
$250K 0.02%
3,909
-409
542
$249K 0.02%
8,847
543
$246K 0.02%
17,842
-5,848
544
$245K 0.02%
2,459
-171
545
$244K 0.02%
288
+12
546
$241K 0.02%
3,668
-1,008
547
$241K 0.02%
+2,904
548
$240K 0.02%
440
-301
549
$240K 0.02%
9,513
-60,099
550
$240K 0.02%
52,132
+24,597
20 21
22
23 24