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
1
$22M 2.78%
+1,089,894
2
$21.1M 2.66%
181,898
-92,950
3
$17.8M 2.26%
53,296
-3,762
4
$17M 2.15%
50,578
+379
5
$16.7M 2.11%
141,119
+25,685
6
$15.1M 1.91%
130,331
+19,016
7
$14.9M 1.88%
94,380
-2,980
8
$14.1M 1.78%
173,908
-129,409
9
$12.6M 1.6%
114,503
-2,550
10
$12.3M 1.55%
58,401
+8,037
11
$10.6M 1.34%
83,903
-2,884
12
$10.4M 1.32%
120,615
-28,916
13
$10.4M 1.31%
96,078
+770
14
$10.3M 1.31%
278,590
-17,605
15
$10.2M 1.29%
555,138
+334,977
16
$9.49M 1.2%
194,612
-4,792
17
$9.01M 1.14%
60,419
+6,981
18
$8.87M 1.12%
121,020
+31,640
19
$8.87M 1.12%
203,001
-4,221
20
$8.32M 1.05%
614,840
+33,240
21
$8.2M 1.04%
113,685
+90,241
22
$8.11M 1.03%
60,184
+14,777
23
$7.82M 0.99%
111,005
-24,683
24
$7.3M 0.92%
26,273
-22,992
25
$7.12M 0.9%
73,961
+256
1
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