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
351
$286K 0.04%
12,692
-7,944
352
$285K 0.04%
24,790
353
$284K 0.04%
870
-65
354
$284K 0.04%
1,512
+236
355
$283K 0.04%
4,843
-658
356
$282K 0.04%
1,562
-11
357
$279K 0.04%
+9,330
358
$277K 0.04%
+4,815
359
$276K 0.03%
7,190
-1,163
360
$273K 0.03%
5,633
-582
361
$268K 0.03%
1,155
-90
362
$265K 0.03%
3,777
-1,911
363
$260K 0.03%
+2,460
364
$259K 0.03%
+40,435
365
$257K 0.03%
+2,699
366
$254K 0.03%
+2,938
367
$253K 0.03%
+4,797
368
$252K 0.03%
1,111
+143
369
$251K 0.03%
+11,912
370
$250K 0.03%
+9,785
371
$250K 0.03%
2,469
-5,154
372
$249K 0.03%
22,712
373
$249K 0.03%
6,942
-56,663
374
$248K 0.03%
2,411
-2
375
$244K 0.03%
14,772
+86
13 14
15
16 17