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
$791M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$6.51M
3
+$6.17M
4
SH icon
ProShares Short S&P500
SH
+$4.73M
5
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.52M

Top Sells

1
+$25.2M
2
+$16.4M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$10.8M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.5M

Sector Composition

1 Technology 10.97%
2 Healthcare 7.33%
3 Industrials 6%
4 Consumer Discretionary 5.71%
5 Financials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$617K 0.08%
4,943
-22,334
227
$615K 0.08%
+4,172
228
$609K 0.08%
21,789
-2,644
229
$587K 0.07%
14,856
-269
230
$581K 0.07%
6,137
+30
231
$577K 0.07%
+6,865
232
$576K 0.07%
7,047
-21,417
233
$573K 0.07%
2,662
-2,657
234
$572K 0.07%
2,746
+93
235
$553K 0.07%
9,933
-24,914
236
$551K 0.07%
9,476
+2,127
237
$549K 0.07%
10,525
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238
$544K 0.07%
+5,320
239
$540K 0.07%
3,430
-917
240
$539K 0.07%
8,529
-1,938
241
$536K 0.07%
5,823
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242
$536K 0.07%
5,802
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243
$535K 0.07%
2,592
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244
$531K 0.07%
16,325
-1,364
245
$524K 0.07%
9,917
-461
246
$522K 0.07%
35,428
+1,766
247
$513K 0.06%
6,431
+29
248
$508K 0.06%
13,159
+708
249
$505K 0.06%
5,724
+228
250
$501K 0.06%
9,822
+213
8 9
10
11 12