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
101
$2.22M 0.28%
15,968
-10,650
102
$2.21M 0.28%
+18,948
103
$2.13M 0.27%
+10,580
104
$2.1M 0.27%
60,454
+5,458
105
$2.1M 0.27%
97,221
+46,334
106
$2.06M 0.26%
23,306
-7,032
107
$2.05M 0.26%
+17,868
108
$2.04M 0.26%
39,402
-121,942
109
$2.02M 0.26%
10,803
+636
110
$2.02M 0.26%
49,578
+1,644
111
$2.01M 0.25%
27,400
-2,600
112
$2M 0.25%
2,624
+56
113
$1.99M 0.25%
23,944
+600
114
$1.93M 0.24%
41,274
+5,958
115
$1.89M 0.24%
87,730
-5,873
116
$1.84M 0.23%
29,086
-239
117
$1.83M 0.23%
22,944
-5,600
118
$1.83M 0.23%
11,105
-376
119
$1.82M 0.23%
41,976
-13,839
120
$1.79M 0.23%
27,909
+19,622
121
$1.76M 0.22%
32,752
-396
122
$1.72M 0.22%
128,226
-10,866
123
$1.71M 0.22%
16,533
+276
124
$1.71M 0.22%
8,729
+6
125
$1.68M 0.21%
23,861
+3,070
3 4
5
6 7