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
551
$307K 0.02%
3,035
-220
552
$306K 0.02%
4,406
-210
553
$302K 0.02%
3,243
-14
554
$301K 0.02%
2,906
-130
555
$299K 0.02%
1,969
-29,579
556
$299K 0.02%
+36,732
557
$299K 0.02%
775
-12
558
$299K 0.02%
503
-27
559
$299K 0.02%
1,045
+180
560
$298K 0.02%
40,105
+5,428
561
$298K 0.02%
2,584
-479
562
$298K 0.02%
5,139
563
$296K 0.02%
1,902
-333
564
$294K 0.02%
+1,713
565
$293K 0.02%
5,430
-3,378
566
$293K 0.02%
3,721
-274
567
$292K 0.02%
2,656
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568
$291K 0.01%
+1,894
569
$291K 0.01%
2,127
-30
570
$290K 0.01%
2,992
+128
571
$290K 0.01%
1,770
-120
572
$288K 0.01%
1,480
-16
573
$286K 0.01%
8,339
+539
574
$285K 0.01%
22,688
+183
575
$284K 0.01%
1,874
+55
21 22
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