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
526
$388K 0.02%
5,162
+40
527
$387K 0.02%
7,648
-400
528
$387K 0.02%
2,985
-399
529
$387K 0.02%
+3,581
530
$386K 0.02%
+17,799
531
$381K 0.02%
1,967
-535
532
$379K 0.02%
14,122
+4
533
$378K 0.02%
+8,323
534
$376K 0.02%
2,686
+30
535
$375K 0.02%
4,320
-83
536
$375K 0.02%
+13,870
537
$374K 0.02%
9,859
+1,396
538
$373K 0.02%
3,708
-1,400
539
$372K 0.02%
22,826
+826
540
$371K 0.02%
+22,100
541
$370K 0.02%
5,262
+1,876
542
$368K 0.02%
8,367
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543
$367K 0.02%
+51,200
544
$367K 0.02%
5,381
+110
545
$365K 0.02%
1,537
-17,491
546
$365K 0.02%
2,300
-63
547
$365K 0.02%
10,449
548
$361K 0.02%
8,611
+74
549
$359K 0.02%
1,326
-281
550
$357K 0.02%
8,120
20 21
22
23 24