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
651
$229K 0.01%
+3,422
652
$228K 0.01%
2,307
-82
653
$225K 0.01%
3,461
-206
654
$225K 0.01%
+6,605
655
$224K 0.01%
+919
656
$224K 0.01%
1,173
-318
657
$223K 0.01%
21,093
-1,595
658
$223K 0.01%
7,476
-216
659
$222K 0.01%
2,213
660
$222K 0.01%
16,509
-6,448
661
$221K 0.01%
2,130
-19
662
$221K 0.01%
+2,990
663
$220K 0.01%
+1,333
664
$219K 0.01%
3,660
+89
665
$218K 0.01%
2,111
-696
666
$217K 0.01%
+3,492
667
$216K 0.01%
+3,764
668
$213K 0.01%
5,601
669
$212K 0.01%
2,593
-63,553
670
$210K 0.01%
+1,087
671
$209K 0.01%
+4,054
672
$207K 0.01%
2,890
673
$207K 0.01%
197
-11
674
$206K 0.01%
5,173
+3,474
675
$205K 0.01%
3,906
+81
25 26
27
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