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
401
$580K 0.03%
2,502
+836
402
$578K 0.03%
16,233
-164
403
$576K 0.03%
19,884
+2,989
404
$575K 0.03%
5,541
-4,465
405
$562K 0.03%
8,188
-1,059
406
$558K 0.03%
5,406
-11
407
$556K 0.03%
10,726
-26
408
$556K 0.03%
23,325
+3,861
409
$555K 0.03%
+11,310
410
$555K 0.03%
3,040
+106
411
$553K 0.03%
6,943
412
$552K 0.03%
8,096
+5
413
$551K 0.03%
4,983
-36
414
$549K 0.03%
9,585
+519
415
$548K 0.03%
5,444
-1,585
416
$545K 0.03%
7,072
-218
417
$542K 0.03%
13,646
-1,219
418
$540K 0.03%
1,952
+45
419
$538K 0.03%
6,852
+29
420
$538K 0.03%
21,391
+4,407
421
$535K 0.03%
5,613
+223
422
$534K 0.03%
4,846
-248
423
$531K 0.03%
14,807
+252
424
$531K 0.03%
519
-103
425
$527K 0.03%
5,376
-33,794
15 16
17
18 19