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
201
$1.92M 0.11%
21,281
-1,755
202
$1.91M 0.11%
15,283
+4
203
$1.86M 0.11%
24,055
+12,916
204
$1.84M 0.1%
3,924
+1,256
205
$1.84M 0.1%
30,215
-2,788
206
$1.81M 0.1%
21,803
-837
207
$1.78M 0.1%
33,962
-1,002
208
$1.77M 0.1%
16,771
-43,850
209
$1.75M 0.1%
3,457
+590
210
$1.75M 0.1%
48,086
+1,621
211
$1.75M 0.1%
2,470
+12
212
$1.74M 0.1%
34,421
-13,342
213
$1.72M 0.1%
33,590
-52,930
214
$1.72M 0.1%
32,322
-528
215
$1.71M 0.1%
41,142
-1,021
216
$1.7M 0.1%
15,834
-1,579
217
$1.7M 0.1%
3,608
+41
218
$1.68M 0.1%
28,228
+19,473
219
$1.67M 0.09%
6,783
-16,703
220
$1.63M 0.09%
31,779
-6,160
221
$1.62M 0.09%
19,291
-1,474
222
$1.62M 0.09%
81,144
-5,272
223
$1.6M 0.09%
37,315
+295
224
$1.6M 0.09%
13,812
-316
225
$1.59M 0.09%
75,137
-6,322
7 8
9
10 11