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
126
$4.31M 0.2%
190,776
-6,090
127
$4.28M 0.2%
46,979
-4,675
128
$4.07M 0.19%
70,896
-21
129
$4.05M 0.19%
67,693
-23,530
130
$4M 0.19%
50,792
+194
131
$3.97M 0.19%
50,666
+872
132
$3.94M 0.19%
41,257
-20,585
133
$3.93M 0.19%
14,133
+590
134
$3.91M 0.19%
40,126
-9,331
135
$3.91M 0.18%
64,477
-4,284
136
$3.9M 0.18%
54,229
-4,501
137
$3.89M 0.18%
53,556
+1,997
138
$3.85M 0.18%
39,508
-289
139
$3.79M 0.18%
43,023
-191
140
$3.75M 0.18%
94,451
+5,193
141
$3.71M 0.18%
9,880
+836
142
$3.69M 0.17%
16,699
-16,564
143
$3.61M 0.17%
269,495
144
$3.61M 0.17%
79,551
-13,668
145
$3.58M 0.17%
21,823
+3,278
146
$3.54M 0.17%
20,967
+309
147
$3.53M 0.17%
74,079
+1,724
148
$3.52M 0.17%
19,021
+17,119
149
$3.46M 0.16%
20,353
-18,641
150
$3.44M 0.16%
60,731
+49,421
4 5
6
7 8