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
551
$355K 0.02%
1,394
-319
552
$355K 0.02%
3,463
-110
553
$354K 0.02%
3,688
-584
554
$351K 0.02%
781
+6
555
$351K 0.02%
1,968
+1,005
556
$349K 0.02%
+7,113
557
$341K 0.02%
4,443
+37
558
$340K 0.02%
8,358
+19
559
$340K 0.02%
1,409
-170
560
$338K 0.02%
8,334
-717
561
$328K 0.02%
5,110
-122
562
$327K 0.02%
689
+19
563
$327K 0.02%
1,130
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564
$327K 0.02%
2,104
-23
565
$325K 0.02%
3,046
-197
566
$324K 0.02%
+13,875
567
$323K 0.02%
3,915
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568
$322K 0.02%
2,297
-738
569
$322K 0.02%
2,585
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570
$322K 0.02%
1,987
+18
571
$321K 0.02%
5,139
572
$318K 0.02%
1,640
-2,623
573
$314K 0.01%
2,308
-814
574
$313K 0.01%
3,721
575
$312K 0.01%
3,796
+686
21 22
23
24 25