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
26
$12.5M 0.64%
24,761
+1,192
27
$12.1M 0.62%
375,101
-1,379
28
$11.8M 0.61%
479,682
-8,154
29
$11.7M 0.6%
70,944
+26,977
30
$10.8M 0.55%
16,753
-1,104
31
$10.4M 0.53%
152,064
+970
32
$10.3M 0.53%
62,461
+24,273
33
$10.3M 0.53%
96,490
-2,786
34
$10.2M 0.52%
25,154
+1,440
35
$10.2M 0.52%
97,743
-2,497
36
$10.2M 0.52%
65,255
-606
37
$10.2M 0.52%
11,260
-130
38
$10.1M 0.52%
230,987
+2,127
39
$9.96M 0.51%
395,196
-3,072
40
$9.77M 0.5%
84,847
+38,027
41
$9.66M 0.49%
117,860
+21,320
42
$9.57M 0.49%
969,000
-54,000
43
$9.43M 0.48%
46,472
-1,662
44
$9.3M 0.48%
161,386
-88,194
45
$9.23M 0.47%
46,628
-3,621
46
$9.1M 0.47%
42,596
+17,421
47
$8.96M 0.46%
95,702
+17,368
48
$8.95M 0.46%
181,183
+6,177
49
$7.78M 0.4%
95,256
-9,612
50
$7.77M 0.4%
38,994
-4,332
1
2
3 4 5