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
276
$1.19M 0.06%
40,046
+1,713
277
$1.18M 0.06%
28,906
-454
278
$1.17M 0.06%
22,976
+2,125
279
$1.16M 0.06%
7,282
-4
280
$1.16M 0.06%
66,911
-851
281
$1.14M 0.06%
32,110
+462
282
$1.14M 0.06%
3,353
+113
283
$1.14M 0.06%
21,286
+780
284
$1.12M 0.06%
43,483
+320
285
$1.11M 0.06%
44,070
+7,134
286
$1.1M 0.06%
14,032
-38,796
287
$1.1M 0.06%
17,617
+2,017
288
$1.09M 0.06%
4,169
+2
289
$1.09M 0.06%
144
290
$1.09M 0.06%
18,254
+6,706
291
$1.09M 0.06%
16,633
-657
292
$1.07M 0.06%
20,812
-780
293
$1.07M 0.06%
271
-3
294
$1.07M 0.05%
13,806
-273
295
$1.06M 0.05%
5,014
+366
296
$1.05M 0.05%
1,906
+179
297
$1.04M 0.05%
4,824
-14,398
298
$1.02M 0.05%
15,653
+2,480
299
$1.02M 0.05%
4,908
-223
300
$1.01M 0.05%
24,372
-72,855
10 11
12
13 14