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
1
$55.9M 3.6%
145,560
-2,067
2
$37.6M 2.42%
289,420
-8,318
3
$35.8M 2.31%
93,569
+2,981
4
$31.4M 2.02%
649,235
+138,250
5
$21.4M 1.38%
60,950
+21,640
6
$21.4M 1.38%
1,930,943
-59,720
7
$20.5M 1.32%
85,298
+4,119
8
$20.4M 1.32%
+412,919
9
$20.3M 1.31%
209,593
-9,303
10
$18.9M 1.22%
216,001
+8,689
11
$17.8M 1.14%
194,213
+88,372
12
$16.6M 1.07%
658,659
+3,216
13
$15.4M 0.99%
282,142
+77,605
14
$14.6M 0.94%
236,605
+8,950
15
$14.2M 0.92%
1,222,040
-2,000
16
$13M 0.84%
218,026
-5,704
17
$12.7M 0.82%
83,610
-1,490
18
$12.6M 0.81%
150,334
-14,704
19
$12.2M 0.78%
90,637
-14,938
20
$11.9M 0.77%
44,686
+399
21
$11.8M 0.76%
538,146
-24,795
22
$11.7M 0.75%
132,155
+5,157
23
$11.6M 0.75%
48,299
-1,427
24
$11.5M 0.74%
64,067
-4,085
25
$11.4M 0.74%
109,449
-16,067
1
2 3 4 5