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
551
$350K 0.02%
9,948
-4,568
552
$345K 0.02%
4,765
-41
553
$340K 0.02%
8,120
554
$339K 0.02%
4,342
+298
555
$337K 0.02%
+6,342
556
$336K 0.02%
19,615
+2,645
557
$335K 0.02%
4,276
+311
558
$331K 0.02%
9,537
+834
559
$331K 0.02%
6,124
+1,297
560
$330K 0.02%
817
-5,950
561
$329K 0.02%
9,082
+371
562
$327K 0.02%
4,616
-132
563
$325K 0.02%
9,285
-10,384
564
$325K 0.02%
7,061
-1,252
565
$324K 0.02%
1,610
+36
566
$323K 0.02%
5,937
-296
567
$322K 0.02%
2,635
-174
568
$322K 0.02%
6,408
+1,064
569
$319K 0.02%
3,995
-2
570
$317K 0.02%
3,036
+147
571
$313K 0.02%
+6,294
572
$313K 0.02%
6,059
573
$312K 0.02%
3,625
-941
574
$310K 0.02%
1,313
+5
575
$309K 0.02%
+1,924
21 22
23
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