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
601
$290K 0.01%
2,464
-786
602
$289K 0.01%
6,104
603
$288K 0.01%
3,551
-725
604
$284K 0.01%
22,106
+7,984
605
$283K 0.01%
+9,710
606
$283K 0.01%
+753
607
$283K 0.01%
19,245
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608
$283K 0.01%
980
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609
$282K 0.01%
1,772
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610
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611
$279K 0.01%
2,698
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612
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1,937
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613
$276K 0.01%
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614
$276K 0.01%
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-2
615
$275K 0.01%
1,714
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616
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617
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618
$272K 0.01%
16,779
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619
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+2,349
620
$267K 0.01%
10,000
621
$265K 0.01%
1,481
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622
$264K 0.01%
8,052
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623
$262K 0.01%
6,468
-250
624
$261K 0.01%
2,898
-128
625
$260K 0.01%
6,198
+674
23 24
25
26 27