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
151
$3.36M 0.19%
63,909
+5,160
152
$3.34M 0.19%
56,290
+18,246
153
$3.34M 0.19%
43,670
-1,267
154
$3.29M 0.19%
42,760
-4,791
155
$3.16M 0.18%
53,630
-769
156
$3.15M 0.18%
48,453
-1,331
157
$3.14M 0.18%
+38,098
158
$3.11M 0.18%
70,932
-718
159
$3.11M 0.18%
+34,587
160
$3.06M 0.17%
32,766
-35,081
161
$3.05M 0.17%
81,002
+13,830
162
$2.97M 0.17%
73,103
-3,490
163
$2.97M 0.17%
70,723
+7,185
164
$2.94M 0.17%
71,802
-4,859
165
$2.84M 0.16%
15,895
+242
166
$2.79M 0.16%
18,944
+65
167
$2.78M 0.16%
12,002
+7,030
168
$2.77M 0.16%
+25,110
169
$2.76M 0.16%
38,411
-114
170
$2.75M 0.16%
11,889
-2,828
171
$2.74M 0.15%
37,644
+21,353
172
$2.7M 0.15%
53,308
-80,768
173
$2.69M 0.15%
54,514
+5,186
174
$2.69M 0.15%
27,627
-495
175
$2.67M 0.15%
27,471
+589
5 6
7
8 9