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
251
$1.35M 0.07%
28,923
+1,709
252
$1.35M 0.07%
15,616
+4,551
253
$1.35M 0.07%
5,743
-33
254
$1.34M 0.07%
24,617
-7,150
255
$1.34M 0.07%
34,302
+16
256
$1.34M 0.07%
18,975
-135
257
$1.33M 0.07%
11,194
+201
258
$1.33M 0.07%
8,832
-164
259
$1.32M 0.07%
5,867
+1,520
260
$1.3M 0.07%
7,606
+146
261
$1.3M 0.07%
14,775
-123
262
$1.29M 0.07%
66,930
-1,082
263
$1.28M 0.07%
21,262
+8,075
264
$1.28M 0.07%
26,545
-690
265
$1.27M 0.06%
17,077
+1,075
266
$1.26M 0.06%
15,002
-703
267
$1.24M 0.06%
25,403
-641
268
$1.24M 0.06%
25,419
+234
269
$1.23M 0.06%
2,980
+2,163
270
$1.22M 0.06%
17,518
-47,763
271
$1.21M 0.06%
5,089
+138
272
$1.21M 0.06%
11,914
+1,309
273
$1.21M 0.06%
16,724
+279
274
$1.21M 0.06%
30,712
+271
275
$1.2M 0.06%
13,241
-249
9 10
11
12 13