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
176
$1.01M 0.13%
20,050
-10,639
177
$1.01M 0.13%
11,711
-94,388
178
$1M 0.13%
13,277
+10,398
179
$991K 0.13%
7,319
-278
180
$984K 0.12%
21,282
-337
181
$982K 0.12%
32,000
+16,075
182
$957K 0.12%
15,725
+590
183
$930K 0.12%
8,125
+1,325
184
$927K 0.12%
9,674
+1,021
185
$923K 0.12%
9,052
-678
186
$903K 0.11%
174,936
-23,057
187
$886K 0.11%
136,277
-13,007
188
$883K 0.11%
46,357
189
$872K 0.11%
91,600
+50,300
190
$851K 0.11%
+49,656
191
$849K 0.11%
4,447
-271
192
$839K 0.11%
33,400
+16,850
193
$828K 0.1%
52,192
194
$815K 0.1%
15,431
+1,766
195
$806K 0.1%
20,577
-1,629
196
$800K 0.1%
2,361
197
$785K 0.1%
2,637
-8,739
198
$783K 0.1%
3,465
-107
199
$774K 0.1%
14,843
-2,244
200
$742K 0.09%
24,082
+7,498
6 7
8
9 10