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
501
$439K 0.02%
4,975
502
$438K 0.02%
3,053
503
$437K 0.02%
1,787
+581
504
$436K 0.02%
+137,000
505
$428K 0.02%
1,620
+98
506
$423K 0.02%
3,386
-29
507
$422K 0.02%
507
-12
508
$422K 0.02%
9,838
+226
509
$421K 0.02%
51,020
+10,915
510
$421K 0.02%
2,797
+369
511
$419K 0.02%
7,283
+1,204
512
$418K 0.02%
1,560
-19
513
$418K 0.02%
6,173
+83
514
$418K 0.02%
+16,005
515
$418K 0.02%
1,898
-90
516
$415K 0.02%
4,958
-26
517
$413K 0.02%
5,127
-7
518
$412K 0.02%
14,114
-57
519
$412K 0.02%
52,373
+63
520
$409K 0.02%
14,530
-48,233
521
$408K 0.02%
6,964
-438
522
$406K 0.02%
4,331
-8,423
523
$393K 0.02%
425
-38
524
$392K 0.02%
8,152
+143
525
$392K 0.02%
6,178
+99
19 20
21
22 23