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
151
$3.43M 0.16%
8,116
-143
152
$3.43M 0.16%
64,432
-4,386
153
$3.42M 0.16%
20,137
-18,046
154
$3.4M 0.16%
43,610
+13,860
155
$3.38M 0.16%
35,312
+409
156
$3.37M 0.16%
71,539
-11,914
157
$3.36M 0.16%
+185,894
158
$3.36M 0.16%
19,358
-24,582
159
$3.35M 0.16%
64,170
+5,786
160
$3.31M 0.16%
8,610
+1,695
161
$3.26M 0.15%
90,990
+7,230
162
$3.25M 0.15%
16,221
-2,154
163
$3.18M 0.15%
53,919
-14,808
164
$3.13M 0.15%
11,451
+190
165
$3.12M 0.15%
25,370
+722
166
$3.1M 0.15%
67,456
-9,515
167
$3.09M 0.15%
5,942
+222
168
$3.07M 0.15%
5,927
+1,522
169
$3.06M 0.14%
28,019
+293
170
$3.04M 0.14%
8,610
-220
171
$3.04M 0.14%
+48,560
172
$2.98M 0.14%
9,131
-300
173
$2.97M 0.14%
19,553
-522
174
$2.94M 0.14%
30,710
+22,344
175
$2.94M 0.14%
62,287
+4,024
5 6
7
8 9