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
376
$692K 0.04%
12,764
-87
377
$686K 0.03%
+2,632
378
$685K 0.03%
3,212
+715
379
$680K 0.03%
14,588
-3,904
380
$678K 0.03%
13,543
+2,062
381
$677K 0.03%
9,247
-753
382
$677K 0.03%
4,149
-73
383
$674K 0.03%
214
-1
384
$671K 0.03%
7,945
-14
385
$669K 0.03%
11,093
-35
386
$666K 0.03%
62,924
+858
387
$664K 0.03%
14,865
+1,208
388
$664K 0.03%
+6,993
389
$660K 0.03%
22,827
-1,500
390
$657K 0.03%
2,739
-110
391
$656K 0.03%
4,235
-135
392
$653K 0.03%
17,656
-803
393
$652K 0.03%
+10,242
394
$651K 0.03%
17,633
+4,752
395
$645K 0.03%
5,256
-282
396
$639K 0.03%
1,600
+2
397
$637K 0.03%
6,322
+3,487
398
$634K 0.03%
16,869
-1,711
399
$633K 0.03%
1,436
-155
400
$619K 0.03%
13,300
14 15
16
17 18