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
276
$1.3M 0.06%
13,072
-2,544
277
$1.29M 0.06%
30,610
+1,704
278
$1.28M 0.06%
30,712
279
$1.28M 0.06%
25,852
-693
280
$1.28M 0.06%
40,191
+145
281
$1.27M 0.06%
10,447
-1,467
282
$1.26M 0.06%
4,447
+278
283
$1.24M 0.06%
+13,471
284
$1.18M 0.06%
16,155
-922
285
$1.17M 0.06%
3,237
-116
286
$1.16M 0.06%
276
+5
287
$1.16M 0.06%
15,780
+127
288
$1.16M 0.05%
1,493
-949
289
$1.16M 0.05%
63,828
-3,083
290
$1.15M 0.05%
12,773
-1,033
291
$1.13M 0.05%
30,366
-810
292
$1.11M 0.05%
16,779
+55
293
$1.11M 0.05%
5,862
+70
294
$1.1M 0.05%
3,026
+114
295
$1.1M 0.05%
16,963
-40,303
296
$1.09M 0.05%
20,652
+10,170
297
$1.09M 0.05%
20,884
-4,535
298
$1.09M 0.05%
20,473
-339
299
$1.07M 0.05%
4,786
-228
300
$1.06M 0.05%
5,130
+988
10 11
12
13 14