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
26
$13.9M 0.66%
49,037
+1,326
27
$13.5M 0.64%
58,153
+34,128
28
$13.5M 0.64%
16,653
-100
29
$13.5M 0.64%
23,555
-1,206
30
$13.2M 0.62%
385,302
+10,201
31
$12.9M 0.61%
482,193
+2,511
32
$12.4M 0.59%
47,344
+716
33
$11.8M 0.56%
66,021
-4,923
34
$11.8M 0.56%
25,675
+521
35
$11.6M 0.55%
901,000
-68,000
36
$11.3M 0.53%
51,138
+4,666
37
$11.1M 0.52%
150,932
-1,132
38
$11M 0.52%
229,280
-1,707
39
$10.3M 0.49%
11,582
+322
40
$10.1M 0.48%
58,421
-4,040
41
$10.1M 0.48%
35,991
+23,482
42
$10M 0.47%
383,852
-11,344
43
$9.72M 0.46%
183,963
+2,780
44
$9.67M 0.46%
90,578
+67,779
45
$9.67M 0.46%
82,472
-2,375
46
$9.54M 0.45%
64,780
-475
47
$9.42M 0.45%
95,955
+253
48
$9.33M 0.44%
87,844
-9,899
49
$9.33M 0.44%
85,869
-10,621
50
$9.23M 0.44%
53,004
+24,996
1
2
3 4 5