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
26
$12.1M 0.61%
16,452
+1,475
27
$12M 0.61%
376,480
-5,526
28
$12M 0.61%
152,558
+148,810
29
$11.5M 0.58%
86,880
+310
30
$11.4M 0.58%
23,569
+139
31
$11.4M 0.58%
29,655
-179
32
$11.3M 0.57%
43,466
+1,273
33
$11.1M 0.57%
39,868
+1,802
34
$10.7M 0.54%
99,276
+33,836
35
$10.6M 0.54%
143,992
+60,454
36
$10.5M 0.53%
111,427
+30,179
37
$10.5M 0.53%
100,240
+3,532
38
$10.4M 0.53%
151,094
+6,280
39
$10.4M 0.53%
65,861
+18,678
40
$10.3M 0.53%
105,560
-15,196
41
$10.1M 0.51%
48,134
+46
42
$9.97M 0.51%
23,714
+2,308
43
$9.91M 0.5%
107,900
-12,769
44
$9.75M 0.5%
96,540
-171,780
45
$9.56M 0.49%
228,860
+1,441
46
$9.3M 0.47%
18,806
+5,394
47
$9.23M 0.47%
398,268
+11,324
48
$8.86M 0.45%
11,390
-390
49
$8.83M 0.45%
50,249
-28
50
$8.78M 0.45%
175,006
-2,341
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