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
276
$450K 0.06%
+958
277
$449K 0.06%
7,820
+36
278
$442K 0.06%
5,600
-892
279
$438K 0.06%
1,565
-86
280
$436K 0.06%
1,997
-79
281
$435K 0.06%
7,448
-4,985
282
$431K 0.05%
+3,896
283
$427K 0.05%
1,848
+854
284
$425K 0.05%
+13,928
285
$422K 0.05%
1,337
+151
286
$421K 0.05%
3,504
+453
287
$410K 0.05%
1,138
-63
288
$408K 0.05%
3,163
-72
289
$407K 0.05%
2,770
+202
290
$405K 0.05%
+6,497
291
$403K 0.05%
4,848
+92
292
$394K 0.05%
952
-78
293
$394K 0.05%
+14,806
294
$393K 0.05%
6,091
+189
295
$392K 0.05%
2,707
+69
296
$392K 0.05%
6,568
+615
297
$392K 0.05%
46,500
-20,000
298
$389K 0.05%
1,948
-38
299
$387K 0.05%
6,512
-65,022
300
$385K 0.05%
204
-10
10 11
12
13 14