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
401
$649K 0.03%
3,013
-27
402
$649K 0.03%
2,427
-161
403
$645K 0.03%
4,779
-205
404
$644K 0.03%
4,267
+1,416
405
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11,599
-1,100
406
$636K 0.03%
+11,540
407
$633K 0.03%
5,384
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408
$628K 0.03%
9,528
-57
409
$626K 0.03%
9,318
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410
$625K 0.03%
6,171
411
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16,179
-54
412
$620K 0.03%
44,150
-77,900
413
$620K 0.03%
+2,575
414
$616K 0.03%
27,511
-6,790
415
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1,884
-68
416
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4,706
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417
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5,720
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418
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25,552
-3,655
419
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10,720
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420
$596K 0.03%
5,027
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421
$591K 0.03%
5,646
-42,256
422
$590K 0.03%
5,391
-15
423
$586K 0.03%
+2,171
424
$586K 0.03%
+12,605
425
$585K 0.03%
10,711
-71,106
15 16
17
18 19