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
626
$259K 0.01%
3,598
-628
627
$258K 0.01%
+2,071
628
$258K 0.01%
+6,025
629
$257K 0.01%
10,600
-4,100
630
$256K 0.01%
+5,022
631
$255K 0.01%
2,640
+153
632
$254K 0.01%
735
+8
633
$254K 0.01%
+1,818
634
$252K 0.01%
6,619
+58
635
$250K 0.01%
914
-1,709
636
$246K 0.01%
955
+2
637
$245K 0.01%
+1,244
638
$242K 0.01%
8,499
639
$242K 0.01%
5,437
-99
640
$241K 0.01%
2,497
+4
641
$240K 0.01%
+1,361
642
$240K 0.01%
1,540
+31
643
$238K 0.01%
2,360
644
$238K 0.01%
5,041
-33
645
$237K 0.01%
+11,844
646
$236K 0.01%
10,201
-157
647
$235K 0.01%
+14,869
648
$233K 0.01%
1,055
649
$231K 0.01%
+3,350
650
$231K 0.01%
6,515
24 25
26
27 28