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
$1.96B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
737
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.4M
3
+$9.95M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$8.34M
5
PANW icon
Palo Alto Networks
PANW
+$6.69M

Top Sells

1
+$17.4M
2
+$12.9M
3
+$12M
4
ETN icon
Eaton
ETN
+$7.22M
5
BX icon
Blackstone
BX
+$5.46M

Sector Composition

1 Technology 14.94%
2 Financials 6.91%
3 Healthcare 5.66%
4 Industrials 5.29%
5 Consumer Discretionary 4.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.67M 0.09%
40,608
-534
227
$1.67M 0.08%
38,908
-34,195
228
$1.66M 0.08%
59,819
+11,281
229
$1.66M 0.08%
32,299
-1,291
230
$1.65M 0.08%
4,019
+101
231
$1.64M 0.08%
7,936
+305
232
$1.63M 0.08%
4,704
-2,435
233
$1.62M 0.08%
10,888
-1,470
234
$1.61M 0.08%
+28,203
235
$1.61M 0.08%
9,865
+116
236
$1.59M 0.08%
76,926
+1,789
237
$1.58M 0.08%
2,073
-397
238
$1.57M 0.08%
37,355
-375
239
$1.57M 0.08%
26,757
-1,039
240
$1.56M 0.08%
27,435
+1,522
241
$1.53M 0.08%
56,388
-1,527
242
$1.51M 0.08%
79,085
-2,059
243
$1.48M 0.08%
2,761
+390
244
$1.44M 0.07%
82,042
+7,367
245
$1.44M 0.07%
19,110
-3,120
246
$1.42M 0.07%
5,296
+129
247
$1.42M 0.07%
7,160
-5,871
248
$1.41M 0.07%
5,776
+151
249
$1.41M 0.07%
12,829
-1,850
250
$1.4M 0.07%
8,996
+148
8 9
10
11 12