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
101
$4.69M 0.27%
15,479
+6,307
102
$4.68M 0.26%
65,007
-1,498
103
$4.66M 0.26%
32,290
+20,645
104
$4.65M 0.26%
109,451
-28,275
105
$4.62M 0.26%
17,783
+15,708
106
$4.57M 0.26%
33,965
-1,958
107
$4.52M 0.26%
38,526
-4,782
108
$4.46M 0.25%
56,890
+44,660
109
$4.43M 0.25%
136,760
-5,448
110
$4.39M 0.25%
20,863
-705
111
$4.34M 0.25%
66,019
-526
112
$4.34M 0.25%
48,090
+33,525
113
$4.28M 0.24%
50,422
+1,832
114
$4.2M 0.24%
40,357
-1,024
115
$4.19M 0.24%
47,559
+40,936
116
$4.17M 0.24%
40,189
+34,449
117
$4.16M 0.24%
11,847
+11
118
$4.04M 0.23%
73,750
-1,551
119
$4.04M 0.23%
28,669
+1,363
120
$4.01M 0.23%
21,383
+19,535
121
$3.99M 0.23%
68,320
-12,048
122
$3.98M 0.22%
20,876
+19,032
123
$3.95M 0.22%
89,416
-8,075
124
$3.95M 0.22%
6,620
-202
125
$3.93M 0.22%
+78,800
3 4
5
6 7