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
$1.76B
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.35M
3
+$4.9M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.62M
5
GD icon
General Dynamics
GD
+$4.08M

Top Sells

1
+$25.7M
2
+$7.12M
3
+$6.12M
4
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$4.97M
5
USA icon
Liberty All-Star Equity Fund
USA
+$4.95M

Sector Composition

1 Technology 13.68%
2 Financials 7.18%
3 Healthcare 5.54%
4 Industrials 5.26%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.63M 0.43%
21,406
+190
52
$7.63M 0.43%
268,320
+11,410
53
$7.5M 0.42%
31,139
-1,436
54
$7.43M 0.42%
289,708
-11,833
55
$7.42M 0.42%
45,364
-169
56
$7.42M 0.42%
38,796
+699
57
$7.37M 0.42%
43,702
-2,734
58
$7.36M 0.42%
82,645
-2,279
59
$7.25M 0.41%
143,605
-4,396
60
$7.13M 0.4%
46,013
-1,144
61
$7.1M 0.4%
73,662
-5,680
62
$7.09M 0.4%
65,440
-23,067
63
$7.06M 0.4%
13,412
+293
64
$7.04M 0.4%
47,183
+7,490
65
$7.01M 0.4%
26,710
+3,304
66
$6.98M 0.39%
16,359
+166
67
$6.93M 0.39%
89,573
-8,582
68
$6.87M 0.39%
11,780
+270
69
$6.81M 0.39%
81,248
-40,002
70
$6.78M 0.38%
49,687
-71
71
$6.71M 0.38%
55,461
+2,114
72
$6.52M 0.37%
45,700
+26,673
73
$6.46M 0.37%
16,757
-166
74
$6.45M 0.36%
44,575
+24,776
75
$6.37M 0.36%
189,329
+79,476
1 2
3
4 5