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
501
$407K 0.02%
2,216
+326
502
$407K 0.02%
+8,275
503
$406K 0.02%
100,000
+30,000
504
$405K 0.02%
5,379
-146
505
$404K 0.02%
8,718
-452
506
$404K 0.02%
4,975
507
$403K 0.02%
3,415
-519
508
$403K 0.02%
8,537
+257
509
$401K 0.02%
23,605
+3,990
510
$395K 0.02%
4,039
-678
511
$391K 0.02%
3,384
-2,229
512
$385K 0.02%
2,816
+30
513
$384K 0.02%
2,428
+285
514
$383K 0.02%
3,035
+5
515
$380K 0.02%
463
+30
516
$380K 0.02%
1,566
+49
517
$379K 0.02%
4,984
-80
518
$378K 0.02%
+1,797
519
$376K 0.02%
14,171
-490
520
$375K 0.02%
6,090
+82
521
$375K 0.02%
1,522
+227
522
$374K 0.02%
+4,272
523
$374K 0.02%
+4,335
524
$373K 0.02%
15,354
+14
525
$372K 0.02%
8,009
+125
19 20
21
22 23