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
126
$3.69M 0.24%
58,118
+4,968
127
$3.68M 0.24%
43,977
-1,586
128
$3.66M 0.24%
+115,778
129
$3.65M 0.24%
48,576
+7,183
130
$3.65M 0.24%
+25,064
131
$3.5M 0.23%
55,249
+42,212
132
$3.46M 0.22%
40,834
-7,205
133
$3.4M 0.22%
+24,855
134
$3.4M 0.22%
135,198
+25,802
135
$3.33M 0.21%
25,703
-1,195
136
$3.32M 0.21%
71,121
-303
137
$3.3M 0.21%
48,945
-249
138
$3.26M 0.21%
95,413
-62,049
139
$3.23M 0.21%
19,179
+950
140
$3.2M 0.21%
212,373
-2,703
141
$3.18M 0.2%
63,202
+53,538
142
$3.17M 0.2%
37,321
-400
143
$3.09M 0.2%
+269,638
144
$3.09M 0.2%
+51,404
145
$3.07M 0.2%
59,857
-2,990
146
$3.05M 0.2%
61,843
+18,544
147
$3.04M 0.2%
32,569
-222
148
$3.02M 0.19%
9,113
+3,998
149
$2.95M 0.19%
83,095
-1,865
150
$2.95M 0.19%
22,811
+6,423
4 5
6
7 8