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
201
$1.72M 0.11%
7,437
+1,185
202
$1.72M 0.11%
14,552
-3,265
203
$1.7M 0.11%
22,851
+4,409
204
$1.7M 0.11%
12,112
-251
205
$1.7M 0.11%
26,555
-2,768
206
$1.69M 0.11%
11,995
-1,066
207
$1.69M 0.11%
63,176
+366
208
$1.68M 0.11%
10,660
+698
209
$1.63M 0.11%
13,566
-8,288
210
$1.63M 0.11%
39,911
-29,248
211
$1.63M 0.11%
6,570
+129
212
$1.61M 0.1%
34,055
+1,747
213
$1.61M 0.1%
13,064
-1,487
214
$1.61M 0.1%
40,804
-11,618
215
$1.6M 0.1%
16,085
+13,193
216
$1.59M 0.1%
21,651
+10,147
217
$1.59M 0.1%
34,367
-3,038
218
$1.58M 0.1%
33,566
-330
219
$1.57M 0.1%
89,961
-2,871
220
$1.55M 0.1%
7,534
-338
221
$1.54M 0.1%
18,183
+39
222
$1.54M 0.1%
24,010
-843,152
223
$1.54M 0.1%
5,206
-349
224
$1.52M 0.1%
63,080
+840
225
$1.51M 0.1%
6,323
+56
7 8
9
10 11