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
301
$1.03M 0.05%
7,321
+293
302
$1.02M 0.05%
69,400
+1,400
303
$1.01M 0.05%
14,079
+3
304
$1.01M 0.05%
43,163
305
$1.01M 0.05%
3,143
+1,453
306
$1M 0.05%
1,727
+206
307
$994K 0.05%
274
+5
308
$982K 0.05%
11,607
-12,448
309
$978K 0.05%
10,765
-4,473
310
$972K 0.05%
10,605
-177
311
$960K 0.05%
+14,971
312
$957K 0.05%
4,648
+8
313
$956K 0.05%
36,936
+5,040
314
$955K 0.05%
5,977
+48
315
$954K 0.05%
5,841
-42
316
$946K 0.05%
44,714
-2,093
317
$934K 0.05%
10,052
+814
318
$930K 0.05%
10,369
-37,721
319
$927K 0.05%
10,619
-20
320
$923K 0.05%
14,066
-170
321
$922K 0.05%
13,173
-819
322
$912K 0.05%
5,744
323
$907K 0.05%
15,600
-350
324
$906K 0.05%
+13,708
325
$906K 0.05%
6,756
+3,495
11 12
13
14 15