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
401
$618K 0.03%
12,105
-546
402
$614K 0.03%
6,171
-1
403
$613K 0.03%
7,030
+51
404
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5,958
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405
$607K 0.03%
1,161
+108
406
$604K 0.03%
622
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407
$600K 0.03%
8,808
+1,105
408
$597K 0.03%
4,616
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409
$596K 0.03%
27,009
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410
$595K 0.03%
7,423
-536
411
$595K 0.03%
4,087
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412
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12,425
+1,630
413
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10,376
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414
$593K 0.03%
51,596
415
$589K 0.03%
12,085
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416
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2,970
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417
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16,397
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418
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4,453
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419
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10,752
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420
$584K 0.03%
+23,540
421
$584K 0.03%
435,500
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422
$583K 0.03%
6,076
-54
423
$577K 0.03%
8,091
-310
424
$577K 0.03%
8,507
+1,189
425
$577K 0.03%
10,267
+911
15 16
17
18 19