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
401
$223K 0.03%
+4,732
402
$222K 0.03%
+6,467
403
$221K 0.03%
+1,813
404
$218K 0.03%
+1,923
405
$217K 0.03%
+7,707
406
$216K 0.03%
82,000
+35,600
407
$213K 0.03%
892
+587
408
$211K 0.03%
+2,249
409
$211K 0.03%
+2,490
410
$211K 0.03%
+2,802
411
$210K 0.03%
2,089
412
$209K 0.03%
+6,810
413
$208K 0.03%
1,927
-89
414
$205K 0.03%
724
-48
415
$205K 0.03%
5,158
-367
416
$203K 0.03%
1,198
-1,184
417
$202K 0.03%
20,000
418
$201K 0.03%
+3,167
419
$200K 0.03%
+2,618
420
$157K 0.02%
10,000
421
$157K 0.02%
18,352
-1,218
422
$153K 0.02%
15,283
+238
423
$145K 0.02%
10,000
-3,000
424
$115K 0.01%
15,000
425
$103K 0.01%
11,937
15 16
17
18 19