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
251
$1.46M 0.07%
57,970
+29,144
252
$1.45M 0.07%
66,341
-10,029
253
$1.44M 0.07%
65,115
+390
254
$1.43M 0.07%
8,513
-319
255
$1.42M 0.07%
7,928
+322
256
$1.42M 0.07%
17,583
+950
257
$1.41M 0.07%
144
258
$1.41M 0.07%
5,103
+14
259
$1.41M 0.07%
24,394
-1,009
260
$1.4M 0.07%
28,929
+6
261
$1.4M 0.07%
11,144
-50
262
$1.4M 0.07%
27,721
-2,081
263
$1.4M 0.07%
18,622
-2,305
264
$1.39M 0.07%
33,389
-913
265
$1.39M 0.07%
5,326
-417
266
$1.38M 0.07%
7,299
+17
267
$1.38M 0.07%
20,972
-314
268
$1.37M 0.06%
15,019
+17
269
$1.36M 0.06%
66,044
-886
270
$1.35M 0.06%
+5,874
271
$1.35M 0.06%
26,408
-3,002
272
$1.35M 0.06%
12,053
-1,668
273
$1.34M 0.06%
2,711
-111
274
$1.31M 0.06%
13,313
+11,013
275
$1.31M 0.06%
14,530
+498
9 10
11
12 13