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
526
$369K 0.02%
1,579
-62
527
$369K 0.02%
3,122
-32,832
528
$367K 0.02%
14,118
-274
529
$360K 0.02%
1,798
+128
530
$360K 0.02%
5,122
+928
531
$358K 0.02%
9,612
-596
532
$353K 0.02%
10,449
+912
533
$352K 0.02%
7,429
+1,021
534
$352K 0.02%
8,120
535
$349K 0.02%
4,705
+363
536
$346K 0.02%
52,310
-250
537
$345K 0.02%
4,403
-128
538
$331K 0.02%
+16,684
539
$327K 0.02%
8,279
+97
540
$327K 0.02%
3,250
+760
541
$325K 0.02%
2,369
-350
542
$324K 0.02%
4,276
543
$324K 0.02%
5,134
-38
544
$323K 0.02%
+22,957
545
$322K 0.02%
6,079
+142
546
$322K 0.02%
9,051
-31
547
$321K 0.02%
6,079
-45
548
$319K 0.02%
4,437
-328
549
$313K 0.02%
3,573
-52
550
$312K 0.02%
2,363
+280
20 21
22
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