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
201
$2.17M 0.1%
37,260
+125
202
$2.14M 0.1%
75,886
+11,290
203
$2.12M 0.1%
56,230
+7,059
204
$2.09M 0.1%
5,132
+31
205
$2.08M 0.1%
55,038
-4,088
206
$2.05M 0.1%
21,337
+558
207
$2.02M 0.1%
3,539
+50
208
$2M 0.09%
5,236
+580
209
$1.98M 0.09%
38,852
+15,876
210
$1.97M 0.09%
27,005
-7,790
211
$1.97M 0.09%
2,198
-31
212
$1.96M 0.09%
1,373
+21
213
$1.93M 0.09%
25,185
+6,210
214
$1.93M 0.09%
41,568
+3,446
215
$1.88M 0.09%
17,024
+290
216
$1.87M 0.09%
16,258
+134
217
$1.87M 0.09%
37,703
-331
218
$1.86M 0.09%
84,748
+2,061
219
$1.85M 0.09%
28,586
-173
220
$1.85M 0.09%
64,014
+9,925
221
$1.85M 0.09%
31,168
-43
222
$1.81M 0.09%
7,239
+1,372
223
$1.8M 0.09%
5,443
-4,070
224
$1.8M 0.09%
4,623
-10
225
$1.79M 0.08%
28,704
-282
7 8
9
10 11