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
451
$523K 0.02%
+3,928
452
$518K 0.02%
1,909
-18
453
$518K 0.02%
1,330
+176
454
$517K 0.02%
3,569
+221
455
$517K 0.02%
4,182
-36,802
456
$514K 0.02%
10,050
-485
457
$511K 0.02%
5,486
-263
458
$507K 0.02%
3,219
-86
459
$505K 0.02%
3,613
-686
460
$504K 0.02%
5,051
+352
461
$497K 0.02%
17,507
-1,984
462
$497K 0.02%
+12,955
463
$497K 0.02%
+14,256
464
$495K 0.02%
+3,985
465
$495K 0.02%
5,553
+41
466
$491K 0.02%
14,250
467
$491K 0.02%
4,506
-39
468
$490K 0.02%
7,399
+121
469
$490K 0.02%
5,107
+110
470
$489K 0.02%
11,965
-113
471
$489K 0.02%
7,242
-595
472
$486K 0.02%
10,228
-3,619
473
$485K 0.02%
6,943
474
$482K 0.02%
4,305
-503
475
$481K 0.02%
9,763
-53
17 18
19
20 21