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
276
$1.2M 0.06%
27,422
+1,944
277
$1.17M 0.06%
67,762
+310
278
$1.17M 0.06%
12,454
+1,267
279
$1.17M 0.06%
144
280
$1.16M 0.06%
3,240
-102
281
$1.16M 0.06%
38,333
+14,164
282
$1.15M 0.06%
3,963
-47
283
$1.15M 0.06%
10,211
-1,935
284
$1.14M 0.06%
12,587
+8,845
285
$1.14M 0.06%
+6,896
286
$1.13M 0.06%
4,167
-127
287
$1.13M 0.06%
21,592
-224
288
$1.12M 0.06%
29,360
-1,033
289
$1.11M 0.06%
2,645
+683
290
$1.1M 0.06%
16,445
-49,574
291
$1.1M 0.06%
25,998
+1,023
292
$1.1M 0.06%
4,206
+3,180
293
$1.08M 0.06%
+20,506
294
$1.07M 0.05%
31,648
-2,810
295
$1.07M 0.05%
23,856
-162
296
$1.06M 0.05%
5,131
+9
297
$1.06M 0.05%
+20,851
298
$1.04M 0.05%
10,006
-169
299
$1.04M 0.05%
5,479
-262
300
$1.03M 0.05%
17,290
+2,290
10 11
12
13 14