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
251
$1.38M 0.07%
7,686
+1,965
252
$1.36M 0.07%
34,286
-230
253
$1.35M 0.07%
11,426
+2,221
254
$1.34M 0.07%
4,476
+203
255
$1.34M 0.07%
14,898
+539
256
$1.33M 0.07%
68,012
+30
257
$1.32M 0.07%
13,779
+8,214
258
$1.31M 0.07%
27,235
-879
259
$1.31M 0.07%
15,705
-661
260
$1.31M 0.07%
64,371
+366
261
$1.28M 0.07%
26,044
+343
262
$1.28M 0.07%
13,490
+810
263
$1.28M 0.06%
120,880
+69,600
264
$1.27M 0.06%
10,993
-120
265
$1.26M 0.06%
7,286
-248
266
$1.25M 0.06%
16,002
-275
267
$1.25M 0.06%
25,185
-107
268
$1.25M 0.06%
28,206
+3,286
269
$1.25M 0.06%
30,441
-368
270
$1.24M 0.06%
46,952
+35,023
271
$1.24M 0.06%
12,730
-44,160
272
$1.24M 0.06%
4,951
+66
273
$1.23M 0.06%
27,214
+6,774
274
$1.23M 0.06%
5,458
-1,912
275
$1.23M 0.06%
7,460
-85
9 10
11
12 13