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
376
$244K 0.03%
1,546
+29
377
$244K 0.03%
+42,948
378
$243K 0.03%
8,860
+68
379
$239K 0.03%
6,086
-73,317
380
$238K 0.03%
7,259
-850
381
$238K 0.03%
+4,668
382
$238K 0.03%
9,895
-1,778
383
$238K 0.03%
+5,875
384
$236K 0.03%
+1,889
385
$234K 0.03%
11,097
+7
386
$234K 0.03%
14,802
-25,090
387
$234K 0.03%
2,940
-485
388
$233K 0.03%
8,062
-289
389
$233K 0.03%
19,600
390
$233K 0.03%
2,287
-1,251
391
$233K 0.03%
1,969
-10,570
392
$233K 0.03%
3,760
+200
393
$230K 0.03%
46,894
-2,366
394
$230K 0.03%
8,898
-82,125
395
$228K 0.03%
3,439
-287
396
$227K 0.03%
+1,984
397
$227K 0.03%
4,829
-2,250
398
$226K 0.03%
+2,485
399
$224K 0.03%
1,435
-609
400
$223K 0.03%
12,622
-16
14 15
16
17 18