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
451
$483K 0.02%
20,983
-1,305
452
$483K 0.02%
21,386
-15,897
453
$481K 0.02%
5,600
-476
454
$478K 0.02%
4,997
-961
455
$476K 0.02%
9,816
-2,609
456
$470K 0.02%
5,871
+40
457
$470K 0.02%
4,545
-25
458
$469K 0.02%
9,942
+965
459
$467K 0.02%
5,015
-32
460
$465K 0.02%
12,078
+381
461
$465K 0.02%
9,359
+3,065
462
$463K 0.02%
4,529
+89
463
$459K 0.02%
4,808
+310
464
$459K 0.02%
+4,394
465
$456K 0.02%
12,783
-125
466
$453K 0.02%
3,496
-132
467
$451K 0.02%
28,516
+3,010
468
$450K 0.02%
1,962
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469
$448K 0.02%
14,186
-39
470
$447K 0.02%
4,046
471
$446K 0.02%
1,927
-19,081
472
$446K 0.02%
11,477
+624
473
$445K 0.02%
1,154
-7
474
$444K 0.02%
14,250
-200
475
$444K 0.02%
5,512
+33
17 18
19
20 21