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
126
$1.63M 0.21%
14,616
+875
127
$1.62M 0.2%
86,320
+49,070
128
$1.62M 0.2%
14,569
+2,846
129
$1.6M 0.2%
86,982
-7,464
130
$1.58M 0.2%
12,775
-1,067
131
$1.56M 0.2%
+27,840
132
$1.55M 0.2%
90,572
+3,096
133
$1.5M 0.19%
28,657
-482,689
134
$1.47M 0.19%
3,320
+67
135
$1.45M 0.18%
4,091
+474
136
$1.45M 0.18%
8,751
-12,149
137
$1.44M 0.18%
100,184
+3,256
138
$1.41M 0.18%
34,567
-13,744
139
$1.4M 0.18%
6,462
-4,045
140
$1.38M 0.18%
57,463
-938
141
$1.37M 0.17%
10,252
-1,205
142
$1.35M 0.17%
44,800
-3,850
143
$1.34M 0.17%
11,519
+4,199
144
$1.34M 0.17%
8,964
-98
145
$1.33M 0.17%
6,278
-1,363
146
$1.31M 0.17%
16,864
+1,470
147
$1.29M 0.16%
20,226
-257,270
148
$1.27M 0.16%
+14,600
149
$1.26M 0.16%
24,982
+16,993
150
$1.25M 0.16%
+6,428
4 5
6
7 8