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
301
$1M 0.05%
24,604
-1,394
302
$994K 0.05%
63,400
-6,000
303
$994K 0.05%
12,754
+167
304
$989K 0.05%
8,764
+913
305
$980K 0.05%
14,382
+316
306
$971K 0.05%
3,529
-434
307
$938K 0.05%
44,583
-131
308
$936K 0.05%
7,477
+5,005
309
$928K 0.05%
10,143
-226
310
$921K 0.05%
5,792
-1,529
311
$920K 0.05%
3,867
+751
312
$905K 0.05%
29,207
+1,001
313
$898K 0.05%
10,173
+121
314
$884K 0.05%
4,142
-47
315
$878K 0.04%
3,401
-184
316
$872K 0.04%
37,379
+12,450
317
$864K 0.04%
25,821
+1,758
318
$860K 0.04%
5,644
-100
319
$857K 0.04%
38,177
+271
320
$857K 0.04%
5,749
-228
321
$854K 0.04%
20,905
322
$849K 0.04%
1,292
-22
323
$845K 0.04%
15,962
+1,656
324
$838K 0.04%
2,912
-68
325
$833K 0.04%
5,317
+254
11 12
13
14 15