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
$2.08B
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$22.3M
3
+$7.94M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$7.24M
5
CRWD icon
CrowdStrike
CRWD
+$6.59M

Top Sells

1
+$10.4M
2
+$10.4M
3
+$6.52M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$5.2M
5
SYLD icon
Cambria Shareholder Yield ETF
SYLD
+$4.95M

Sector Composition

1 Technology 14.4%
2 Financials 7.4%
3 Healthcare 5.51%
4 Industrials 4.83%
5 Consumer Discretionary 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.08%
5,858
-439
227
$1.77M 0.08%
34,823
-1,608
228
$1.75M 0.08%
3,753
+381
229
$1.74M 0.08%
34,707
-2,650
230
$1.74M 0.08%
12,715
+5,180
231
$1.74M 0.08%
27,625
+200
232
$1.73M 0.08%
41,640
-76,220
233
$1.72M 0.08%
9,861
+18
234
$1.71M 0.08%
12,571
+2,187
235
$1.67M 0.08%
29,647
-219
236
$1.64M 0.08%
18,607
+8,572
237
$1.63M 0.08%
30,859
+60
238
$1.6M 0.08%
31,443
+1,385
239
$1.58M 0.07%
98,146
+60,805
240
$1.54M 0.07%
5,885
-113
241
$1.54M 0.07%
3,689
-370
242
$1.54M 0.07%
21,080
-182
243
$1.54M 0.07%
25,978
+356
244
$1.54M 0.07%
55,467
-183
245
$1.54M 0.07%
36,583
-6,958
246
$1.52M 0.07%
77,018
-1,831
247
$1.49M 0.07%
14,191
-276
248
$1.47M 0.07%
25,445
+828
249
$1.47M 0.07%
14,958
+1,717
250
$1.47M 0.07%
12,327
-11,373
8 9
10
11 12