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
476
$442K 0.02%
6,033
+1,036
477
$438K 0.02%
982
-80
478
$436K 0.02%
17,862
-458
479
$430K 0.02%
4,499
+46
480
$429K 0.02%
2,851
+35
481
$429K 0.02%
9,493
+690
482
$428K 0.02%
11,141
-2,102
483
$426K 0.02%
1,988
-750
484
$426K 0.02%
1,579
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485
$425K 0.02%
3,053
-150
486
$425K 0.02%
7,658
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487
$424K 0.02%
+14,700
488
$423K 0.02%
7,278
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489
$423K 0.02%
9,946
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490
$418K 0.02%
7,201
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491
$416K 0.02%
2,044
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492
$415K 0.02%
11,521
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493
$415K 0.02%
4,497
-9,282
494
$415K 0.02%
+39,960
495
$414K 0.02%
22,000
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496
$413K 0.02%
7,402
+1,343
497
$412K 0.02%
7,715
+1,010
498
$412K 0.02%
+20,700
499
$411K 0.02%
3,183
+548
500
$408K 0.02%
8,048
-69
18 19
20
21 22