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
151
$2.94M 0.19%
30,646
+53
152
$2.88M 0.19%
27,916
-271
153
$2.85M 0.18%
26,806
-374
154
$2.82M 0.18%
26,692
-139,264
155
$2.79M 0.18%
19,063
-2,233
156
$2.79M 0.18%
33,845
+1,289
157
$2.76M 0.18%
79,675
-2,568
158
$2.7M 0.17%
60,311
-2,992
159
$2.69M 0.17%
182,003
-6,821
160
$2.68M 0.17%
11,733
+7,279
161
$2.62M 0.17%
35,307
+4,467
162
$2.58M 0.17%
3,934
-245
163
$2.55M 0.16%
53,625
-2,349
164
$2.48M 0.16%
52,428
+1,431
165
$2.47M 0.16%
33,175
+11,715
166
$2.47M 0.16%
53,897
+474
167
$2.43M 0.16%
76,247
-3,825
168
$2.42M 0.16%
599,190
+137,100
169
$2.36M 0.15%
+16,205
170
$2.31M 0.15%
26,012
-8,987
171
$2.28M 0.15%
65,992
-3,417
172
$2.26M 0.15%
19,263
+88
173
$2.24M 0.14%
12,887
+338
174
$2.21M 0.14%
20,122
-4,959
175
$2.2M 0.14%
33,816
-279
5 6
7
8 9