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
326
$832K 0.04%
17,775
327
$824K 0.04%
48,808
328
$819K 0.04%
28,550
+14,409
329
$814K 0.04%
5,767
-74
330
$812K 0.04%
25,734
-1,603
331
$793K 0.04%
2,527
+1,471
332
$790K 0.04%
31,176
+1,016
333
$786K 0.04%
2,623
+1,594
334
$782K 0.04%
12,970
-111
335
$779K 0.04%
22,808
-54,190
336
$775K 0.04%
34,483
+643
337
$774K 0.04%
8,366
+421
338
$774K 0.04%
11,712
+1,266
339
$772K 0.04%
11,970
+363
340
$770K 0.04%
7,535
-1,097
341
$769K 0.04%
9,147
-1,472
342
$762K 0.04%
4,369
-3,317
343
$756K 0.04%
10,035
-2,419
344
$755K 0.04%
8,413
-653
345
$751K 0.04%
5,690
-847
346
$749K 0.04%
69,574
+6,650
347
$748K 0.04%
25,913
+3,086
348
$748K 0.04%
3,426
+214
349
$740K 0.04%
5,102
-176
350
$739K 0.04%
+19,925
12 13
14
15 16