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
301
$383K 0.05%
12,783
302
$382K 0.05%
1,686
+121
303
$376K 0.05%
1,687
-3
304
$370K 0.05%
4,715
-94
305
$365K 0.05%
4,535
-900
306
$364K 0.05%
3,486
-171
307
$363K 0.05%
376
-20
308
$362K 0.05%
11,150
-100
309
$361K 0.05%
3,264
-43
310
$358K 0.05%
3,080
-23
311
$357K 0.05%
2,012
-92
312
$357K 0.05%
3,029
-400
313
$355K 0.04%
41,822
+28,400
314
$353K 0.04%
3,754
-536
315
$352K 0.04%
3,335
+433
316
$351K 0.04%
+6,909
317
$351K 0.04%
5,655
-9,508
318
$347K 0.04%
6,480
319
$347K 0.04%
4,462
-2,386
320
$342K 0.04%
3,391
-1
321
$341K 0.04%
5,758
+882
322
$340K 0.04%
800
323
$338K 0.04%
4,338
+142
324
$335K 0.04%
1,973
+150
325
$333K 0.04%
7,083
+280
11 12
13
14 15