IAN

Integrated Advisors Network Portfolio holdings

AUM $2.26B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
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
+$26.8M
2
+$24.3M
3
+$7.01M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$6.88M
5
CRWD icon
CrowdStrike
CRWD
+$6.67M

Top Sells

1
+$10M
2
+$9.49M
3
+$6.34M
4
REGL icon
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
+$4.99M
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 4.84%
174,564
+5,994
2
$80.1M 3.85%
139,541
+2,967
3
$60.2M 2.89%
258,160
-3,384
4
$42.7M 2.05%
99,212
-461
5
$42.6M 2.05%
350,559
-53,653
6
$35.2M 1.69%
564,617
+2,894
7
$34.2M 1.64%
223,162
+193,405
8
$34M 1.64%
69,716
-3,493
9
$32.8M 1.58%
175,975
+15,941
10
$28.3M 1.36%
1,002,645
-52,968
11
$22.8M 1.09%
58,256
+365
12
$22.7M 1.09%
219,950
+215,753
13
$22.1M 1.06%
133,079
-22,262
14
$20.8M 1%
39,350
-2,369
15
$19.2M 0.92%
245,852
-1,453
16
$17.7M 0.85%
137,707
-20,882
17
$17.4M 0.84%
87,782
-22,829
18
$16.9M 0.81%
80,111
+5,134
19
$16.1M 0.77%
93,228
-11,152
20
$16M 0.77%
268,822
-174,091
21
$15.8M 0.76%
139,406
-3,616
22
$15.6M 0.75%
91,082
+792
23
$15.3M 0.74%
135,640
-1,720
24
$14.3M 0.69%
16,085
+226
25
$14.1M 0.68%
153,509
+6,108
1
2 3 4 5