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
201
$739K 0.09%
12,840
+3,047
202
$738K 0.09%
11,900
-2,100
203
$738K 0.09%
9,320
-4,970
204
$733K 0.09%
21,606
-6,720
205
$732K 0.09%
20,080
+2,150
206
$723K 0.09%
8,919
207
$714K 0.09%
3,624
+46
208
$706K 0.09%
15,916
209
$704K 0.09%
20,492
-15
210
$702K 0.09%
22,082
-1,748
211
$699K 0.09%
8,523
+826
212
$688K 0.09%
6,964
+2,984
213
$688K 0.09%
12,769
+5,557
214
$686K 0.09%
22,172
-1,796
215
$682K 0.09%
25,468
-1,894
216
$660K 0.08%
2,613
-7
217
$654K 0.08%
92,000
-135,200
218
$649K 0.08%
50,654
-1,200
219
$639K 0.08%
+2,953
220
$633K 0.08%
1,306
-122
221
$633K 0.08%
11,683
+5,125
222
$629K 0.08%
36,168
+2,223
223
$628K 0.08%
1,121
+545
224
$625K 0.08%
10,816
-3,588
225
$617K 0.08%
15,552
+488
7 8
9
10 11