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
576
$309K 0.02%
1,670
-3,392
577
$307K 0.02%
3,257
+152
578
$304K 0.02%
1,819
+77
579
$304K 0.02%
3,013
-50
580
$303K 0.02%
4,194
+256
581
$303K 0.02%
530
+30
582
$303K 0.02%
34,677
+17,363
583
$302K 0.02%
+540
584
$302K 0.02%
971
+78
585
$302K 0.02%
1,107
+106
586
$301K 0.02%
2,472
+5
587
$301K 0.02%
5,172
+6
588
$300K 0.02%
3,439
-94
589
$299K 0.02%
22,505
-2,220
590
$298K 0.02%
1,029
+59
591
$296K 0.02%
2,392
+92
592
$293K 0.01%
433
+4
593
$292K 0.01%
1,076
-118
594
$292K 0.01%
3,270
-329
595
$289K 0.01%
865
+42
596
$287K 0.01%
2,157
597
$287K 0.01%
6,677
-33
598
$287K 0.01%
5,139
599
$286K 0.01%
1,496
+62
600
$281K 0.01%
1,485
+5
22 23
24
25 26