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
526
$384K 0.02%
52,560
+1,798
527
$380K 0.02%
6,008
-64
528
$378K 0.02%
1,295
-339
529
$376K 0.02%
4,531
-113
530
$375K 0.02%
14,392
-70
531
$374K 0.02%
3,063
-2,696
532
$373K 0.02%
+2,719
533
$370K 0.02%
14,661
-663
534
$368K 0.02%
7,884
+135
535
$368K 0.02%
4,283
536
$368K 0.02%
1,890
+96
537
$367K 0.02%
+3,747
538
$365K 0.02%
934
+255
539
$365K 0.02%
5,963
-373
540
$364K 0.02%
5,064
+70
541
$363K 0.02%
3,255
-2,330
542
$362K 0.02%
15,340
+2,557
543
$361K 0.02%
2,235
+53
544
$361K 0.02%
2,933
-601
545
$359K 0.02%
1,666
+864
546
$358K 0.02%
9,182
+192
547
$358K 0.02%
10,853
-1,239
548
$354K 0.02%
+6,838
549
$354K 0.02%
+2,942
550
$351K 0.02%
2,275
+256
20 21
22
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