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
76
$7.01M 0.33%
20,242
+7,834
77
$6.94M 0.33%
110,714
-50,672
78
$6.94M 0.33%
11,867
+336
79
$6.74M 0.32%
261,698
+1,934
80
$6.52M 0.31%
77,088
-9,706
81
$6.5M 0.31%
74,015
-10,226
82
$6.17M 0.29%
6,956
+25
83
$6.16M 0.29%
79,486
-681
84
$6.13M 0.29%
+51,673
85
$6.09M 0.29%
31,172
+285
86
$6.08M 0.29%
123,791
-378
87
$5.99M 0.28%
134,185
+123,044
88
$5.7M 0.27%
50,192
+1,628
89
$5.68M 0.27%
604,992
-2,881
90
$5.66M 0.27%
60,432
+2,448
91
$5.63M 0.27%
41,668
+6,642
92
$5.51M 0.26%
203,834
+7,481
93
$5.5M 0.26%
91,046
-320
94
$5.5M 0.26%
21,138
+19,340
95
$5.42M 0.26%
22,828
+559
96
$5.41M 0.26%
26,167
-16,429
97
$5.4M 0.26%
66,880
+1,482
98
$5.37M 0.25%
65,820
+52,990
99
$5.35M 0.25%
45,126
+15,962
100
$5.32M 0.25%
63,574
+36
2 3
4
5 6