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
476
$457K 0.02%
6,745
+232
477
$456K 0.02%
5,812
-1,453
478
$454K 0.02%
8,280
-274
479
$452K 0.02%
1,062
+168
480
$452K 0.02%
+25,506
481
$451K 0.02%
3,030
+180
482
$449K 0.02%
18,320
-132
483
$448K 0.02%
14,225
-706
484
$444K 0.02%
+8,223
485
$443K 0.02%
12,908
486
$442K 0.02%
3,934
+65
487
$442K 0.02%
5,049
+721
488
$439K 0.02%
19,297
-858
489
$439K 0.02%
+5,047
490
$439K 0.02%
+8,850
491
$436K 0.02%
2,786
-148
492
$435K 0.02%
+4,997
493
$432K 0.02%
9,170
-3,812
494
$431K 0.02%
+5,378
495
$430K 0.02%
+14,216
496
$427K 0.02%
7,023
+1,763
497
$427K 0.02%
5,831
-78
498
$425K 0.02%
16,984
+6,753
499
$425K 0.02%
11,059
+363
500
$425K 0.02%
3,203
-45
18 19
20
21 22