IAN
Integrated Advisors Network Portfolio holdings
AUM
$2.21B
1-Year Return
21.59%
This Quarter Return
+3.09%
1 Year Return
+21.59%
3 Year Return
+82.98%
5 Year Return
+146%
10 Year Return
–
AUM
$1.94B
AUM Growth
-$16.7M
(-0.85%)
Cap. Flow
-$51.1M
Cap. Flow
% of AUM
-2.64%
Top 10 Holdings %
Top 10 Hldgs %
24.27%
Holding
739
New
48
Increased
293
Reduced
304
Closed
62
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.76M |
| 2 |
Insulet
PODD
|
$4.85M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
$4.85M |
| 4 |
Freeport-McMoran
FCX
|
$4.64M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$4.43M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$32.8M |
| 2 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$8.43M |
| 3 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
$6.36M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$5.08M |
| 5 |
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% |
