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
376
$718K 0.03%
10,445
+189
377
$715K 0.03%
11,217
378
$713K 0.03%
14,390
-13
379
$710K 0.03%
+5,301
380
$708K 0.03%
25,870
-1,016
381
$705K 0.03%
1,500
-48
382
$701K 0.03%
14,032
-93,269
383
$698K 0.03%
9,671
-539
384
$692K 0.03%
6,465
+924
385
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20,832
-4,902
386
$691K 0.03%
5,153
-810
387
$691K 0.03%
17,044
-765
388
$691K 0.03%
15,127
-84
389
$687K 0.03%
5,442
+126
390
$685K 0.03%
13,300
391
$671K 0.03%
14,680
+1,034
392
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+28,494
393
$661K 0.03%
7,407
+283
394
$660K 0.03%
6,866
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395
$658K 0.03%
+26,400
396
$657K 0.03%
4,685
-399
397
$656K 0.03%
32,900
-30,500
398
$655K 0.03%
7,811
-377
399
$654K 0.03%
12,806
+71
400
$650K 0.03%
6,034
+1,505
14 15
16
17 18