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
451
$514K 0.03%
+19,582
452
$513K 0.03%
3,352
+14
453
$512K 0.03%
17,349
+173
454
$507K 0.03%
17,682
+5,805
455
$506K 0.03%
32,182
+14,244
456
$504K 0.03%
5,417
-416
457
$502K 0.03%
11,697
+1,910
458
$499K 0.03%
7,290
-85
459
$499K 0.03%
4,717
+71
460
$498K 0.03%
2,013
-48,689
461
$496K 0.03%
15,932
+1,100
462
$495K 0.03%
4,570
463
$494K 0.03%
+20,759
464
$493K 0.03%
16,895
-185
465
$485K 0.02%
7,875
+1,263
466
$472K 0.02%
14,450
467
$470K 0.02%
18,819
+73
468
$469K 0.02%
6,997
-1,328
469
$464K 0.02%
+19,464
470
$464K 0.02%
5,390
+998
471
$463K 0.02%
4,951
+108
472
$462K 0.02%
1,960
-130
473
$462K 0.02%
4,046
-653
474
$461K 0.02%
4,440
-38
475
$459K 0.02%
3,192
-301
17 18
19
20 21