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
301
$1.05M 0.05%
23,142
-1,462
302
$1.05M 0.05%
4,137
-771
303
$1.04M 0.05%
1,976
-1,809
304
$1.03M 0.05%
36,004
-1,375
305
$1.03M 0.05%
15,084
-17,301
306
$1.02M 0.05%
27,475
-4,635
307
$1.02M 0.05%
42,215
-1,855
308
$1.01M 0.05%
1,632
-274
309
$1.01M 0.05%
4,054
-770
310
$1M 0.05%
2,716
+189
311
$1,000K 0.05%
3,915
+48
312
$994K 0.05%
43,483
313
$991K 0.05%
5,517
-232
314
$990K 0.05%
27,411
+4,603
315
$983K 0.05%
+44,892
316
$980K 0.05%
18,938
-5,434
317
$967K 0.05%
+14,631
318
$966K 0.05%
8,131
-29
319
$966K 0.05%
38,027
-150
320
$958K 0.05%
+6,320
321
$953K 0.05%
5,714
+70
322
$935K 0.04%
1,961
+343
323
$928K 0.04%
+20,274
324
$927K 0.04%
9,613
-560
325
$921K 0.04%
1,458
+78
11 12
13
14 15