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
351
$827K 0.04%
32,824
+11,433
352
$826K 0.04%
31,752
-2,731
353
$823K 0.04%
7,903
-341
354
$812K 0.04%
17,464
+11,986
355
$812K 0.04%
27,727
+4,250
356
$808K 0.04%
8,419
+6
357
$798K 0.04%
27,137
+1,224
358
$789K 0.04%
8,991
-156
359
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2,646
-755
360
$783K 0.04%
5,235
-455
361
$771K 0.04%
69,129
-445
362
$769K 0.04%
16,987
+2,368
363
$765K 0.04%
+5,483
364
$764K 0.04%
7,199
+2,762
365
$762K 0.04%
4,890
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366
$759K 0.04%
9,729
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367
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6,449
-286
368
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5,614
+297
369
$756K 0.04%
22,435
-127
370
$753K 0.04%
29,258
+302
371
$743K 0.04%
5,651
-116
372
$736K 0.03%
4,491
+1,086
373
$726K 0.03%
21,829
+2,712
374
$725K 0.03%
2,754
-11
375
$724K 0.03%
6,472
-171
13 14
15
16 17