IAN

Integrated Advisors Network Portfolio holdings

AUM $1.91B
1-Year Est. Return 24.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$4.81M
3
+$4.73M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.44M
5
XOM icon
Exxon Mobil
XOM
+$4.43M

Top Sells

1
+$26.9M
2
+$8.43M
3
+$6.53M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$5.04M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$5M

Sector Composition

1 Technology 15.72%
2 Financials 5.47%
3 Industrials 5.17%
4 Healthcare 5.08%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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729
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732
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733
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734
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735
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736
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-7,061
737
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-5,882
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