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
26
$6.52M 0.82%
78,660
+60
27
$6.27M 0.79%
114,168
-9,856
28
$6.22M 0.79%
23,761
+50
29
$6.17M 0.78%
22,189
+1,959
30
$6.14M 0.78%
24,145
-2,460
31
$5.98M 0.76%
19,432
+10,905
32
$5.71M 0.72%
62,052
+4,686
33
$5.39M 0.68%
30,444
+9,496
34
$5.31M 0.67%
35,642
-1,854
35
$5.26M 0.67%
166,022
+111,171
36
$4.92M 0.62%
28,888
+3,871
37
$4.73M 0.6%
+58,151
38
$4.64M 0.59%
52,943
-8,899
39
$4.56M 0.58%
105,420
+5,013
40
$4.55M 0.58%
11,876
-554
41
$4.47M 0.56%
31,227
-21,483
42
$4.4M 0.56%
52,932
+20,111
43
$4.35M 0.55%
26,109
-2,185
44
$4.32M 0.55%
71,724
-14,125
45
$4.29M 0.54%
60,099
-1,110
46
$4.26M 0.54%
71,637
+2,038
47
$4.26M 0.54%
70,644
-4,339
48
$4.19M 0.53%
65,830
-61
49
$3.98M 0.5%
12,765
-211
50
$3.95M 0.5%
11,692
-965
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