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
376
$667K 0.03%
10,210
+1,703
377
$666K 0.03%
11,217
+124
378
$665K 0.03%
5,084
+733
379
$661K 0.03%
1,548
-227
380
$661K 0.03%
4,771
-32,748
381
$651K 0.03%
12,735
+630
382
$647K 0.03%
2,588
-44
383
$642K 0.03%
13,300
384
$638K 0.03%
10,256
+14
385
$633K 0.03%
1,644
+208
386
$629K 0.03%
14,619
+5,327
387
$619K 0.03%
10,730
+354
388
$616K 0.03%
17,809
+940
389
$614K 0.03%
6,171
390
$612K 0.03%
15,211
-2,507
391
$609K 0.03%
13,847
+304
392
$606K 0.03%
37,341
+5,159
393
$603K 0.03%
52,096
+500
394
$600K 0.03%
19,117
+4,901
395
$597K 0.03%
5,316
-308
396
$595K 0.03%
18,472
+839
397
$595K 0.03%
4,299
+64
398
$594K 0.03%
26,817
-192
399
$593K 0.03%
6,643
+2,360
400
$590K 0.03%
+4,263
14 15
16
17 18