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
501
$424K 0.02%
2,143
+2
502
$422K 0.02%
21,465
+1,230
503
$420K 0.02%
5,479
+993
504
$418K 0.02%
6,731
-1,819
505
$417K 0.02%
+10,208
506
$411K 0.02%
8,117
+1,942
507
$411K 0.02%
3,605
+579
508
$410K 0.02%
5,525
+52
509
$409K 0.02%
2,816
-55
510
$406K 0.02%
+8,246
511
$406K 0.02%
1,641
-15
512
$406K 0.02%
1,517
+284
513
$406K 0.02%
4,975
514
$405K 0.02%
9,292
-173
515
$405K 0.02%
+6,705
516
$404K 0.02%
+17,041
517
$401K 0.02%
14,141
-921
518
$400K 0.02%
7,946
+2,946
519
$399K 0.02%
4,498
-16
520
$398K 0.02%
8,803
-2,270
521
$392K 0.02%
24,310
+60
522
$391K 0.02%
1,788
-461
523
$387K 0.02%
1,217
-480
524
$387K 0.02%
8,977
-3,158
525
$386K 0.02%
+9,036
19 20
21
22 23