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
1
$101M 4.76%
174,564
+5,994
2
$80.1M 3.79%
139,541
+2,967
3
$60.2M 2.84%
258,160
-3,384
4
$42.7M 2.02%
99,212
-461
5
$42.6M 2.01%
350,559
-53,653
6
$35.2M 1.66%
564,617
+2,894
7
$34.2M 1.62%
223,162
+193,405
8
$34M 1.61%
69,716
-3,493
9
$32.8M 1.55%
175,975
+15,941
10
$28.3M 1.34%
1,002,645
-52,968
11
$22.8M 1.08%
58,256
+365
12
$22.7M 1.07%
1,099,751
+1,078,768
13
$22.1M 1.04%
133,079
-22,262
14
$20.8M 0.98%
39,350
-2,369
15
$19.2M 0.91%
245,852
-1,453
16
$17.7M 0.83%
137,707
-20,882
17
$17.4M 0.82%
87,782
-22,829
18
$16.9M 0.8%
80,111
+5,134
19
$16.1M 0.76%
93,228
-11,152
20
$16M 0.76%
268,822
-174,091
21
$15.8M 0.74%
139,406
-3,616
22
$15.6M 0.74%
91,082
+792
23
$15.3M 0.72%
67,820
-860
24
$14.3M 0.67%
16,085
+226
25
$14.1M 0.67%
153,509
+6,108
1
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