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
426
$585K 0.03%
4,484
+90
427
$583K 0.03%
12,420
-146
428
$576K 0.03%
6,873
-199
429
$575K 0.03%
52,096
430
$575K 0.03%
23,575
+2,734
431
$564K 0.03%
7,878
-218
432
$563K 0.03%
16,046
-2,426
433
$563K 0.03%
8,309
434
$561K 0.03%
16,699
-200
435
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14,475
-332
436
$555K 0.03%
100,000
437
$554K 0.03%
18,736
438
$552K 0.03%
4,993
+10
439
$544K 0.03%
3,156
-7,172
440
$538K 0.03%
6,897
-304
441
$537K 0.03%
6,648
-4,082
442
$536K 0.03%
9,059
-426
443
$536K 0.03%
5,321
-123
444
$534K 0.03%
3,280
-299
445
$532K 0.03%
22,683
+1,297
446
$532K 0.03%
3,582
+86
447
$526K 0.02%
29,952
+1,436
448
$525K 0.02%
12,789
+6
449
$523K 0.02%
1,013
+31
450
$523K 0.02%
10,476
+534
16 17
18
19 20