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
176
$2.66M 0.15%
57,304
+346
177
$2.64M 0.15%
9,631
178
$2.63M 0.15%
99,300
-3,980
179
$2.62M 0.15%
40,521
-124
180
$2.55M 0.14%
50,717
-2,976
181
$2.43M 0.14%
35,307
+23,428
182
$2.4M 0.14%
4,922
-68
183
$2.39M 0.14%
208,350
-5,682
184
$2.31M 0.13%
63,409
-1,173
185
$2.3M 0.13%
20,875
-1,868
186
$2.28M 0.13%
28,935
-717
187
$2.24M 0.13%
23,521
+255
188
$2.23M 0.13%
7,139
-49
189
$2.16M 0.12%
18,939
-152
190
$2.13M 0.12%
5,663
-18
191
$2.12M 0.12%
6,828
+120
192
$2.09M 0.12%
66,516
+36,085
193
$2.08M 0.12%
44,391
-6,694
194
$2.07M 0.12%
6,767
+22
195
$2.06M 0.12%
28,979
+635
196
$2.04M 0.12%
4,505
-8
197
$2.02M 0.11%
13,031
+6,272
198
$1.99M 0.11%
13,868
+3,819
199
$1.94M 0.11%
12,358
+1,445
200
$1.93M 0.11%
6,495
-413
6 7
8
9 10