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
326
$904K 0.05%
+11,065
327
$893K 0.05%
4,189
+8
328
$892K 0.05%
24,063
+8,730
329
$891K 0.05%
48,808
330
$881K 0.04%
27,337
-1,093
331
$879K 0.04%
18,651
-3,557
332
$879K 0.04%
5,278
-27,012
333
$869K 0.04%
3,585
+484
334
$864K 0.04%
2,980
-201
335
$864K 0.04%
5,063
-1,056
336
$862K 0.04%
6,537
-530
337
$854K 0.04%
1,314
+132
338
$852K 0.04%
7,851
+1,250
339
$850K 0.04%
9,066
+3
340
$849K 0.04%
37,283
-10,542
341
$832K 0.04%
+13,187
342
$830K 0.04%
10,778
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343
$828K 0.04%
1,489
-76
344
$824K 0.04%
20,905
345
$824K 0.04%
14,919
-215
346
$814K 0.04%
37,906
+2,500
347
$808K 0.04%
+461,992
348
$806K 0.04%
10,446
+691
349
$805K 0.04%
17,775
-1
350
$798K 0.04%
33,840
-753
12 13
14
15 16