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
$1.94B
AUM Growth
-$16.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
739
New
Increased
Reduced
Closed

Top Buys

1
+$5.76M
2
+$4.85M
3
+$4.85M
4
FCX icon
Freeport-McMoran
FCX
+$4.64M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.43M

Top Sells

1
+$32.8M
2
+$8.43M
3
+$6.36M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$5.08M
5
PANW icon
Palo Alto Networks
PANW
+$5.02M

Sector Composition

1 Technology 15.72%
2 Financials 5.47%
3 Industrials 5.17%
4 Healthcare 5.08%
5 Consumer Discretionary 3.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.58M 0.08%
3,372
+727
227
$1.58M 0.08%
82,687
+645
228
$1.58M 0.08%
9,843
-22
229
$1.58M 0.08%
30,799
-1,500
230
$1.56M 0.08%
78,849
-236
231
$1.52M 0.08%
4,633
+157
232
$1.52M 0.08%
20,927
+10,149
233
$1.52M 0.08%
4,059
+40
234
$1.51M 0.08%
54,089
-5,730
235
$1.5M 0.08%
76,370
-556
236
$1.48M 0.08%
29,410
-5,603
237
$1.44M 0.07%
55,650
-738
238
$1.44M 0.07%
6,095
-1,841
239
$1.44M 0.07%
25,622
-1,135
240
$1.43M 0.07%
13,721
+892
241
$1.43M 0.07%
29,802
+1,599
242
$1.42M 0.07%
122,050
+1,170
243
$1.42M 0.07%
5,459
+1
244
$1.42M 0.07%
5,998
+702
245
$1.42M 0.07%
10,384
-504
246
$1.39M 0.07%
4,656
-48
247
$1.38M 0.07%
10,523
-903
248
$1.37M 0.07%
30,058
+2,636
249
$1.37M 0.07%
12,830
+100
250
$1.36M 0.07%
64,725
+354
8 9
10
11 12