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
326
$919K 0.04%
3,424
-105
327
$908K 0.04%
17,935
+160
328
$900K 0.04%
3,911
+843
329
$899K 0.04%
30,878
+10,994
330
$898K 0.04%
42,724
-1,859
331
$897K 0.04%
+8,638
332
$892K 0.04%
20,605
-300
333
$889K 0.04%
15,719
-243
334
$879K 0.04%
1,416
+124
335
$877K 0.04%
10,917
+774
336
$876K 0.04%
278
+35
337
$874K 0.04%
24,476
+2,280
338
$874K 0.04%
1,726
+1,223
339
$873K 0.04%
13,485
+515
340
$871K 0.04%
+130,600
341
$869K 0.04%
10,850
-862
342
$867K 0.04%
35,676
+12,351
343
$865K 0.04%
32,480
+3,930
344
$861K 0.04%
1,753
+214
345
$861K 0.04%
3,734
+308
346
$857K 0.04%
4,154
+115
347
$855K 0.04%
48,808
348
$839K 0.04%
35,055
+3,120
349
$838K 0.04%
7,901
-863
350
$832K 0.04%
4,386
+17
12 13
14
15 16