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
176
$2.91M 0.14%
69,671
-6,483
177
$2.89M 0.14%
12,194
+9
178
$2.88M 0.14%
16,515
+1,991
179
$2.83M 0.13%
12,151
+1,974
180
$2.82M 0.13%
31,245
-8,242
181
$2.81M 0.13%
98,047
+3
182
$2.7M 0.13%
53,763
+25
183
$2.6M 0.12%
19,199
-2,162
184
$2.55M 0.12%
50,096
+86
185
$2.52M 0.12%
1,229
-30
186
$2.51M 0.12%
43,628
+26,011
187
$2.51M 0.12%
50,367
+41,008
188
$2.5M 0.12%
134,732
-1,385
189
$2.45M 0.12%
29,469
+2,146
190
$2.43M 0.11%
30,062
+15,680
191
$2.42M 0.11%
19,974
+517
192
$2.4M 0.11%
193,965
-2,492
193
$2.36M 0.11%
22,732
+12,209
194
$2.34M 0.11%
23,008
+8,233
195
$2.32M 0.11%
17,797
-2,625
196
$2.3M 0.11%
17,454
-7,743
197
$2.27M 0.11%
54,340
-2,691
198
$2.24M 0.11%
19,604
-1,500
199
$2.18M 0.1%
139,274
+13,846
200
$2.18M 0.1%
15,317
-207
6 7
8
9 10