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
176
$2.16M 0.14%
22,030
+5,658
177
$2.16M 0.14%
24,869
-9,562
178
$2.13M 0.14%
8,985
+4,241
179
$2.13M 0.14%
60,809
-72,846
180
$2.13M 0.14%
9,631
181
$2.1M 0.14%
94,632
+887
182
$2.1M 0.14%
134,155
+3,800
183
$2.09M 0.13%
26,927
+137
184
$2.04M 0.13%
22,639
-67
185
$1.99M 0.13%
55,117
+9,656
186
$1.99M 0.13%
3,876
-126
187
$1.97M 0.13%
5,736
+601
188
$1.92M 0.12%
15,356
+808
189
$1.9M 0.12%
45,617
-1,464
190
$1.87M 0.12%
12,135
-443
191
$1.82M 0.12%
25,701
-386
192
$1.81M 0.12%
87,704
+7,682
193
$1.81M 0.12%
40,160
+420
194
$1.8M 0.12%
107,439
+16,135
195
$1.79M 0.12%
34,123
-2,774
196
$1.78M 0.11%
8,607
-193
197
$1.77M 0.11%
15,110
+30
198
$1.77M 0.11%
30,099
-2,507
199
$1.76M 0.11%
5,218
-197
200
$1.76M 0.11%
27,438
-3,002
6 7
8
9 10