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
351
$789K 0.04%
13,081
+18
352
$786K 0.04%
5,882
+127
353
$782K 0.04%
7,098
-291
354
$778K 0.04%
1,775
-31
355
$772K 0.04%
36,125
+20,317
356
$771K 0.04%
+11,548
357
$767K 0.04%
1,651
-256
358
$766K 0.04%
8,632
-471
359
$761K 0.04%
9,491
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360
$756K 0.04%
14,306
+2,388
361
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23,835
+17,101
362
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29,809
+76
363
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4,347
+2,662
364
$732K 0.04%
5,624
-2,233
365
$730K 0.04%
22,337
-571
366
$724K 0.04%
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367
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32,199
-9,426
368
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17,718
-104
369
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+18,614
370
$720K 0.04%
3,116
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371
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27,116
-150
372
$714K 0.04%
+5,613
373
$709K 0.04%
5,114
-650
374
$707K 0.04%
7,029
+1,110
375
$694K 0.04%
30,160
+5,553
13 14
15
16 17