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
126
$3.91M 0.22%
315,142
-8,154
127
$3.91M 0.22%
+18,549
128
$3.89M 0.22%
70,333
-2,933
129
$3.86M 0.22%
19,547
-316
130
$3.85M 0.22%
38,948
-6,408
131
$3.83M 0.22%
17,220
+2
132
$3.82M 0.22%
203,370
+6,768
133
$3.82M 0.22%
14,529
+155
134
$3.8M 0.21%
12,695
-159
135
$3.76M 0.21%
48,625
+18,655
136
$3.76M 0.21%
22,151
+388
137
$3.73M 0.21%
73,808
+13
138
$3.7M 0.21%
62,045
+43,445
139
$3.66M 0.21%
36,351
-1,426
140
$3.66M 0.21%
34,869
-18
141
$3.6M 0.2%
46,369
-3,195
142
$3.6M 0.2%
+52,063
143
$3.55M 0.2%
24,242
+114
144
$3.55M 0.2%
77,091
-18,444
145
$3.55M 0.2%
+152,096
146
$3.44M 0.19%
68,402
-1,372
147
$3.43M 0.19%
38,786
-1,727
148
$3.39M 0.19%
4,206
-91
149
$3.38M 0.19%
35,880
-2,029
150
$3.37M 0.19%
64,933
+60,577
4 5
6
7 8