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
$791M
AUM Growth
-$62.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$6.51M
3
+$6.17M
4
SH icon
ProShares Short S&P500
SH
+$4.73M
5
SWAN icon
Amplify BlackSwan Growth & Treasure Core ETF
SWAN
+$3.52M

Top Sells

1
+$25.2M
2
+$16.4M
3
+$11.9M
4
AAPL icon
Apple
AAPL
+$10.8M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$10.5M

Sector Composition

1 Technology 10.97%
2 Healthcare 7.33%
3 Industrials 6%
4 Consumer Discretionary 5.71%
5 Financials 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.84M 0.49%
18,043
+966
52
$3.75M 0.47%
27,094
-739
53
$3.75M 0.47%
95,211
-17,832
54
$3.73M 0.47%
31,708
-26,134
55
$3.7M 0.47%
93,363
+16,001
56
$3.69M 0.47%
35,532
+17,991
57
$3.68M 0.47%
101,013
+1,564
58
$3.63M 0.46%
7,402
+700
59
$3.58M 0.45%
74,022
-3,033
60
$3.43M 0.43%
6,092
-739
61
$3.38M 0.43%
14,000
+531
62
$3.34M 0.42%
20,204
+255
63
$3.32M 0.42%
67,171
+2,864
64
$3.29M 0.42%
51,580
+6,873
65
$3.23M 0.41%
26,483
-207
66
$3.19M 0.4%
34,829
-130,388
67
$3.18M 0.4%
16,162
-23,843
68
$3.17M 0.4%
40,036
-1,984
69
$3.16M 0.4%
+57,718
70
$3.08M 0.39%
20,038
-7,735
71
$3.08M 0.39%
15,935
-2,355
72
$3.02M 0.38%
17,279
+232
73
$2.98M 0.38%
20,847
-6,122
74
$2.96M 0.37%
13,462
-615
75
$2.79M 0.35%
16,744
-823
1 2
3
4 5