IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
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
426
$80K 0.01%
11,941
-3,350
427
$80K 0.01%
2,563
-108
428
$62K 0.01%
25,000
429
$48K 0.01%
68,300
-411,500
430
$45K 0.01%
10,350
-384
431
$24K ﹤0.01%
1,047
432
– –
0
433
$19K ﹤0.01%
+1,630
434
$9K ﹤0.01%
2,474
435
$7K ﹤0.01%
+1,124
436
– –
-73,920
437
– –
-45,000
438
– –
-110,973
439
– –
-102,458
440
– –
-2,487
441
– –
-3,094
442
– –
-18,152
443
– –
-29,137
444
– –
-3,807
445
– –
-2,710
446
– –
-11,858
447
– –
-11,670
448
– –
-5,139
449
– –
-5,613
450
– –
-21,800
16 17
18
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