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
576
$283K 0.01%
8,463
-573
577
$282K 0.01%
670
+55
578
$279K 0.01%
6,718
+41
579
$279K 0.01%
3,386
-53
580
$276K 0.01%
6,104
581
$275K 0.01%
2,890
582
$273K 0.01%
+4,247
583
$272K 0.01%
21,844
584
$271K 0.01%
3,350
+348
585
$270K 0.01%
1,206
+99
586
$269K 0.01%
7,797
-1,488
587
$269K 0.01%
3,837
+62
588
$269K 0.01%
+8,499
589
$269K 0.01%
3,026
-244
590
$268K 0.01%
2,689
-2,360
591
$268K 0.01%
5,232
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592
$267K 0.01%
3,491
-134
593
$267K 0.01%
+4,260
594
$266K 0.01%
2,493
+17
595
$266K 0.01%
9,364
+107
596
$259K 0.01%
1,456
-29
597
$258K 0.01%
5,246
-3,000
598
$258K 0.01%
1,489
-121
599
$257K 0.01%
13,109
+778
600
$256K 0.01%
19,240
+3,804
22 23
24
25 26