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
676
$200K 0.01%
+1,969
677
$198K 0.01%
4,573
-583
678
$182K 0.01%
40,435
679
$165K 0.01%
+18,387
680
$154K 0.01%
60,790
-11,000
681
$147K 0.01%
+14,637
682
$132K 0.01%
+4,686
683
$120K 0.01%
+10,844
684
$106K 0.01%
+4,354
685
$84.7K ﹤0.01%
12,857
-1,070
686
$70.1K ﹤0.01%
12,525
+51
687
$66.6K ﹤0.01%
11,100
688
$61.1K ﹤0.01%
33,965
-311
689
$52.3K ﹤0.01%
+20,500
690
$27.2K ﹤0.01%
+11,980
691
$24.4K ﹤0.01%
15,915
692
$10.3K ﹤0.01%
568
693
– –
-25,230
694
– –
-19,925
695
– –
-12,000
696
– –
-4,499
697
– –
-1,644
698
– –
-98,935
699
– –
-15,354
700
– –
-1,705
26 27
28
29 30