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
576
$312K 0.01%
6,541
-1,734
577
$312K 0.01%
1,915
+21
578
$311K 0.01%
12,220
+2,195
579
$309K 0.01%
+2,886
580
$309K 0.01%
12,087
+1,953
581
$308K 0.01%
7,875
+446
582
$305K 0.01%
2,914
+8
583
$305K 0.01%
9,382
+18
584
$305K 0.01%
14,600
-6,100
585
$303K 0.01%
2,921
-71
586
$303K 0.01%
1,508
+28
587
$302K 0.01%
2,154
-5,323
588
$301K 0.01%
+516
589
$301K 0.01%
22,048
-1,920
590
$299K 0.01%
13,095
-14
591
$298K 0.01%
3,563
-1,816
592
$298K 0.01%
999
593
$296K 0.01%
285
+21
594
$296K 0.01%
3,584
+961
595
$295K 0.01%
7,742
-55
596
$295K 0.01%
884
-2,096
597
$294K 0.01%
+6,218
598
$293K 0.01%
4,059
-13,459
599
$291K 0.01%
5,472
+1,203
600
$291K 0.01%
1,317
+277
22 23
24
25 26