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
76
$5.5M 0.35%
395,860
-6,252
77
$5.46M 0.35%
130,165
+19,862
78
$5.43M 0.35%
54,782
+960
79
$5.41M 0.35%
49,075
-2,497
80
$5.4M 0.35%
49,508
+42,872
81
$5.36M 0.35%
183,991
-11,390
82
$5.34M 0.34%
76,530
-2,386
83
$5.31M 0.34%
20,159
+482
84
$5.26M 0.34%
24,966
-612
85
$5.25M 0.34%
64,272
+6,344
86
$5.2M 0.34%
36,914
+1,649
87
$5.09M 0.33%
7,182
+5,254
88
$5M 0.32%
246,686
+8,396
89
$4.92M 0.32%
77,404
+1,932
90
$4.91M 0.32%
26,748
+7,135
91
$4.91M 0.32%
69,979
+5,654
92
$4.82M 0.31%
22,476
-314
93
$4.8M 0.31%
64,650
+31,492
94
$4.74M 0.31%
148,431
+11,050
95
$4.71M 0.3%
20,418
-37
96
$4.68M 0.3%
93,632
+1,001
97
$4.67M 0.3%
+142,553
98
$4.67M 0.3%
36,777
+7,300
99
$4.65M 0.3%
244,482
-20,476
100
$4.56M 0.29%
211,051
-11,971
2 3
4
5 6