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
151
$1.25M 0.16%
7,064
-306
152
$1.24M 0.16%
40,425
-114,795
153
$1.22M 0.15%
3,081
-27
154
$1.22M 0.15%
65,721
-7,482
155
$1.19M 0.15%
15,098
-117
156
$1.18M 0.15%
22,437
-2,648
157
$1.17M 0.15%
42,143
+5,387
158
$1.17M 0.15%
9,292
-437
159
$1.16M 0.15%
16,097
-24,181
160
$1.12M 0.14%
3,822
-856
161
$1.12M 0.14%
35,313
-3,129
162
$1.12M 0.14%
16,498
+735
163
$1.12M 0.14%
32,568
-1,827
164
$1.11M 0.14%
21,929
+6,358
165
$1.11M 0.14%
5,202
-4,612
166
$1.1M 0.14%
70,222
+942
167
$1.09M 0.14%
+39,934
168
$1.09M 0.14%
74,034
+13,355
169
$1.08M 0.14%
4,734
170
$1.07M 0.13%
26,405
-5,625
171
$1.05M 0.13%
11,285
+6,906
172
$1.05M 0.13%
20,970
-1,158
173
$1.03M 0.13%
13,380
-1,562
174
$1.03M 0.13%
46,166
+371
175
$1.01M 0.13%
+14,397
5 6
7
8 9