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
576
$217K 0.01%
8,777
-920
577
$217K 0.01%
3,439
-53
578
$216K 0.01%
2,823
-236
579
$214K 0.01%
9,458
-3,866
580
$212K 0.01%
+1,697
581
$212K 0.01%
+3,075
582
$210K 0.01%
1,190
-223
583
$210K 0.01%
10,863
-268
584
$209K 0.01%
3,573
+270
585
$209K 0.01%
+903
586
$208K 0.01%
2,089
587
$208K 0.01%
6,496
-22
588
$206K 0.01%
+3,324
589
$204K 0.01%
3,490
-354
590
$203K 0.01%
+2,691
591
$202K 0.01%
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592
$196K 0.01%
40,435
593
$189K 0.01%
16,920
-1,357
594
$173K 0.01%
14,616
+3,704
595
$166K 0.01%
11,538
-494
596
– –
0
597
$153K 0.01%
23,828
-293
598
$151K 0.01%
12,145
+2,031
599
$140K 0.01%
22,470
-3,216
600
$133K 0.01%
+10,806
22 23
24
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