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
601
$132K 0.01%
35,130
-12,000
602
$128K 0.01%
11,412
-2,811
603
$119K 0.01%
16,990
+1,084
604
$114K 0.01%
11,749
-26
605
$112K 0.01%
11,800
-961
606
$110K 0.01%
13,152
-25,000
607
$100K 0.01%
1,966
-74
608
$93.7K 0.01%
10,486
-59
609
$84.4K 0.01%
+10,554
610
$83.3K 0.01%
10,146
-1,125
611
$82.5K 0.01%
10,350
612
$76.9K 0.01%
1,316
-84
613
$44.3K ﹤0.01%
15,720
-38,000
614
$40.7K ﹤0.01%
568
615
$29.9K ﹤0.01%
15,915
616
$22.8K ﹤0.01%
13,000
617
$15K ﹤0.01%
16,936
618
$8.25K ﹤0.01%
11,330
619
– –
-14,838
620
– –
-14,004
621
– –
-1,446
622
– –
-6,489
623
– –
-11,669
624
– –
-2,187
625
– –
-2,003
23 24
25
26 27