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
101
$5.32M 0.25%
32,797
-3,048
102
$5.28M 0.25%
+139,191
103
$5.25M 0.25%
73,156
-7,589
104
$5.23M 0.25%
83,022
-5,595
105
$5.13M 0.24%
20,815
-1,331
106
$5.11M 0.24%
7,208
+410
107
$5.05M 0.24%
24,974
+18,879
108
$4.99M 0.24%
51,517
-1,669
109
$4.99M 0.24%
111,152
-14,065
110
$4.99M 0.24%
89,881
+819
111
$4.94M 0.23%
16,343
-1,022
112
$4.81M 0.23%
160,900
-6,676
113
$4.74M 0.22%
39,149
-1,801
114
$4.73M 0.22%
104,758
+35,689
115
$4.63M 0.22%
102,488
+91,011
116
$4.56M 0.22%
85,338
-8,763
117
$4.56M 0.22%
18,996
+869
118
$4.54M 0.21%
48,379
-2,541
119
$4.54M 0.21%
56,540
+5,352
120
$4.44M 0.21%
26,581
+14
121
$4.39M 0.21%
29,345
+24,574
122
$4.37M 0.21%
16,132
-320
123
$4.34M 0.21%
34,425
-758
124
$4.32M 0.2%
44,062
-5,127
125
$4.32M 0.2%
20,912
-6,814
3 4
5
6 7