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
426
$525K 0.03%
+7,124
427
$520K 0.03%
8,309
428
$519K 0.03%
9,485
-782
429
$518K 0.03%
19,491
+194
430
$515K 0.03%
16,899
-450
431
$514K 0.03%
5,108
-1,214
432
$512K 0.03%
5,112
433
$511K 0.03%
10,482
-29
434
$510K 0.03%
12,566
-4
435
$508K 0.03%
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436
$502K 0.03%
7,837
-38
437
$500K 0.03%
4,699
+2,424
438
$499K 0.03%
12,024
-34
439
$499K 0.03%
18,736
-83
440
$497K 0.03%
3,405
-3,351
441
$495K 0.03%
4,753
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442
$495K 0.03%
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443
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1,607
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444
$495K 0.03%
20,841
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445
$494K 0.03%
5,749
-1,281
446
$493K 0.03%
10,535
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447
$489K 0.03%
+2,797
448
$489K 0.03%
3,348
+156
449
$488K 0.03%
3,579
+227
450
$487K 0.03%
3,305
-782
16 17
18
19 20