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
426
$571K 0.03%
24,929
-1,150
427
$570K 0.03%
4,351
-747
428
$562K 0.03%
1,907
+15
429
$561K 0.03%
11,923
+422
430
$560K 0.03%
6,823
+352
431
$558K 0.03%
150,890
-45,020
432
$557K 0.03%
2,934
-275
433
$555K 0.03%
5,019
-754
434
$554K 0.03%
22,288
-23,181
435
$552K 0.03%
+14,555
436
$547K 0.03%
6,943
437
$545K 0.03%
8,309
-5,758
438
$535K 0.03%
40,039
-1,388
439
$534K 0.03%
2,738
+650
440
$530K 0.03%
11,325
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441
$530K 0.03%
12,570
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442
$528K 0.03%
3,628
-240
443
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10,511
-202
444
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+13,943
445
$523K 0.03%
13,243
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446
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3,530
-258
447
$523K 0.03%
9,066
+663
448
$517K 0.03%
5,094
-267
449
$516K 0.03%
12,058
-246
450
$515K 0.03%
+5,112
16 17
18
19 20