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
101
$4.55M 0.29%
+100,621
102
$4.43M 0.29%
88,313
+75,208
103
$4.42M 0.28%
23,180
-753
104
$4.38M 0.28%
66,784
-1,490
105
$4.32M 0.28%
86,177
+1,721
106
$4.22M 0.27%
54,902
-3,026
107
$4.12M 0.27%
53,067
+44,348
108
$4.12M 0.27%
39,415
-1,963
109
$4.09M 0.26%
+57,401
110
$4.04M 0.26%
22,381
+90
111
$4.03M 0.26%
17,143
-1,871
112
$4.02M 0.26%
113,482
+8,989
113
$4.01M 0.26%
89,995
-24,633
114
$3.95M 0.25%
28,586
+944
115
$3.93M 0.25%
67,983
+4,627
116
$3.88M 0.25%
14,777
+70
117
$3.82M 0.25%
10,455
+2,474
118
$3.81M 0.25%
14,282
+1,007
119
$3.77M 0.24%
24,873
+1,581
120
$3.77M 0.24%
67,070
+6,885
121
$3.76M 0.24%
659,766
+90,775
122
$3.74M 0.24%
18,761
+859
123
$3.73M 0.24%
51,860
+1,101
124
$3.73M 0.24%
+94,637
125
$3.72M 0.24%
48,662
-1,520
3 4
5
6 7