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
476
$479K 0.02%
5,781
-90
477
$479K 0.02%
5,408
-192
478
$476K 0.02%
5,024
+9
479
$475K 0.02%
4,047
+1
480
$474K 0.02%
2,027
-17
481
$473K 0.02%
3,237
+54
482
$472K 0.02%
1,940
-22
483
$469K 0.02%
6,065
+32
484
$469K 0.02%
+9,484
485
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24,165
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486
$467K 0.02%
+3,494
487
$462K 0.02%
1,670
-253
488
$460K 0.02%
8,699
-19
489
$460K 0.02%
4,568
+1,879
490
$459K 0.02%
9,662
-2,362
491
$458K 0.02%
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493
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1,551
-15
494
$455K 0.02%
2,372
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495
$452K 0.02%
13,747
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496
$452K 0.02%
5,543
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497
$451K 0.02%
+8,212
498
$451K 0.02%
17,818
-44
499
$445K 0.02%
9,203
-1,482
500
$441K 0.02%
11,275
-246
18 19
20
21 22