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
326
$333K 0.04%
3,311
+109
327
$325K 0.04%
8,029
-400
328
$324K 0.04%
4,054
+583
329
$324K 0.04%
6,471
-612
330
$321K 0.04%
11,600
331
$319K 0.04%
5,597
-436
332
$318K 0.04%
2,487
-324
333
$318K 0.04%
3,982
-677
334
$317K 0.04%
4,841
-1,821
335
$316K 0.04%
2,297
-159
336
$315K 0.04%
+1,788
337
$314K 0.04%
2,879
-176
338
$313K 0.04%
1,528
+4
339
$311K 0.04%
9,380
-113,320
340
$311K 0.04%
3,702
-243
341
$310K 0.04%
2,868
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342
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5,069
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343
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4,762
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344
$297K 0.04%
9,070
-1,161
345
$296K 0.04%
3,460
-234
346
$295K 0.04%
3,650
+388
347
$294K 0.04%
3,203
+44
348
$293K 0.04%
+3,417
349
$289K 0.04%
4,810
-10
350
$287K 0.04%
+1,766
12 13
14
15 16