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
551
$240K 0.02%
+10,067
552
$239K 0.02%
844
-41
553
$237K 0.02%
9,657
+880
554
$235K 0.02%
10,064
-492
555
$235K 0.02%
3,240
-1,740
556
$234K 0.02%
+15,305
557
$233K 0.02%
+4,943
558
$233K 0.02%
59,980
-15,000
559
$232K 0.02%
+4,694
560
$232K 0.01%
3,386
-6,484
561
$231K 0.01%
9,768
-543
562
$230K 0.01%
2,854
-56
563
$229K 0.01%
+8,474
564
$229K 0.01%
1,865
-15
565
$225K 0.01%
1,302
-4,174
566
$224K 0.01%
+6,007
567
$224K 0.01%
+6,284
568
$224K 0.01%
+6,457
569
$224K 0.01%
+699
570
$223K 0.01%
1,697
-188
571
$221K 0.01%
660
-972
572
$221K 0.01%
+6,287
573
$220K 0.01%
6,791
+4
574
$219K 0.01%
2,777
-230
575
$217K 0.01%
+5,268
21 22
23
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