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
76
$2.75M 0.35%
21,411
+986
77
$2.68M 0.34%
9,660
-1,342
78
$2.65M 0.34%
18,998
-663
79
$2.63M 0.33%
60,357
-10,441
80
$2.61M 0.33%
5,215
+314
81
$2.6M 0.33%
32,951
+2,341
82
$2.59M 0.33%
16,831
-655
83
$2.59M 0.33%
93,285
-13,945
84
$2.58M 0.33%
17,425
-3,324
85
$2.58M 0.33%
19,242
+1,205
86
$2.56M 0.32%
17,449
+15,230
87
$2.53M 0.32%
19,746
-314
88
$2.48M 0.31%
76,375
-33,609
89
$2.41M 0.31%
+24,917
90
$2.41M 0.3%
12,044
+253
91
$2.41M 0.3%
14,559
+584
92
$2.35M 0.3%
27,981
-1,660
93
$2.35M 0.3%
133,140
+13,472
94
$2.35M 0.3%
+21,921
95
$2.35M 0.3%
10,960
-41
96
$2.31M 0.29%
21,217
+488
97
$2.29M 0.29%
33,259
-70
98
$2.27M 0.29%
79,289
+626
99
$2.23M 0.28%
+13,963
100
$2.22M 0.28%
+40,899
2 3
4
5 6