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
51
$6.76M 0.44%
14,805
+628
52
$6.64M 0.43%
21,508
-1,147
53
$6.58M 0.42%
30,692
+376
54
$6.52M 0.42%
52,371
+20,090
55
$6.5M 0.42%
13,358
+318
56
$6.48M 0.42%
195,579
+2,017
57
$6.47M 0.42%
58,930
+30,721
58
$6.42M 0.41%
60,879
-6,312
59
$6.37M 0.41%
58,193
-5,507
60
$6.36M 0.41%
38,492
+21,904
61
$6.35M 0.41%
+107,135
62
$6.31M 0.41%
98,739
-4,541
63
$6.28M 0.4%
165,035
+19,594
64
$6.25M 0.4%
61,934
-1,883
65
$6.02M 0.39%
62,883
+17,597
66
$5.99M 0.39%
35,318
+3,659
67
$5.99M 0.39%
73,783
+1,580
68
$5.74M 0.37%
36,603
+978
69
$5.74M 0.37%
46,605
-4,130
70
$5.73M 0.37%
16,478
+275
71
$5.66M 0.36%
26,706
-446
72
$5.6M 0.36%
26,935
-2,412
73
$5.56M 0.36%
27,295
+428
74
$5.55M 0.36%
22,915
+176
75
$5.53M 0.36%
45,818
-4,194
1 2
3
4 5