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
51
$8.52M 0.4%
77,718
-171
52
$8.46M 0.4%
20,870
+864
53
$8.37M 0.4%
42,394
-2,784
54
$8.28M 0.39%
34,052
+2,960
55
$8.24M 0.39%
315,161
+48,925
56
$8.14M 0.39%
97,907
+2,651
57
$8.14M 0.38%
78,091
+1,158
58
$8.14M 0.38%
52,832
+1,443
59
$8.05M 0.38%
24,973
+545
60
$7.96M 0.38%
564,938
-736,411
61
$7.94M 0.38%
94,808
-882
62
$7.88M 0.37%
15,960
+31
63
$7.87M 0.37%
28,607
-186
64
$7.86M 0.37%
104,699
+1,917
65
$7.68M 0.36%
65,698
+405
66
$7.59M 0.36%
95,595
+9,051
67
$7.58M 0.36%
15,305
-618
68
$7.56M 0.36%
25,910
-174
69
$7.34M 0.35%
43,101
-2,266
70
$7.3M 0.35%
23,216
-2,622
71
$7.26M 0.34%
7,649
+303
72
$7.19M 0.34%
71,000
-687
73
$7.17M 0.34%
140,195
-7,204
74
$7.11M 0.34%
26,965
-6
75
$7.02M 0.33%
12,006
-689
1 2
3
4 5