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
76
$6.35M 0.36%
7,828
-139
77
$6.12M 0.35%
27,930
-631
78
$6.11M 0.35%
26,254
-376
79
$6.01M 0.34%
254,576
+6,158
80
$5.97M 0.34%
22,897
+341
81
$5.92M 0.33%
28,236
-59
82
$5.74M 0.32%
70,632
+13,169
83
$5.7M 0.32%
105,911
+7,404
84
$5.64M 0.32%
83,538
-73,509
85
$5.48M 0.31%
25,368
+216
86
$5.28M 0.3%
48,477
+579
87
$5.28M 0.3%
147,463
-3,051
88
$5.26M 0.3%
103,054
+49,633
89
$5.23M 0.3%
269,495
90
$5.23M 0.3%
9,000
+6,846
91
$5.21M 0.29%
92,792
+3,573
92
$5.19M 0.29%
39,576
-1,285
93
$5.06M 0.29%
52,676
+3,774
94
$5.02M 0.28%
26,361
+10,731
95
$5.01M 0.28%
50,154
+3,843
96
$4.93M 0.28%
65,448
-5,413
97
$4.9M 0.28%
+202,725
98
$4.88M 0.28%
77,956
-6,272
99
$4.81M 0.27%
196,913
+7,192
100
$4.76M 0.27%
22,332
-4,271
2 3
4
5 6