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
601
$280K 0.01%
3,775
-188
602
$280K 0.01%
6,104
603
$279K 0.01%
787
+27
604
$279K 0.01%
+1,056
605
$275K 0.01%
2,428
+174
606
$274K 0.01%
9,257
-31
607
$273K 0.01%
1,031
-4,744
608
$273K 0.01%
+3,625
609
$269K 0.01%
1,039
-121
610
$266K 0.01%
2,890
-1,110
611
$265K 0.01%
21,844
-15,579
612
$265K 0.01%
3,839
-1,558
613
$265K 0.01%
+15,219
614
$263K 0.01%
8,182
+223
615
$263K 0.01%
2,083
+67
616
$263K 0.01%
+5,340
617
$260K 0.01%
+817
618
$258K 0.01%
2,864
-5
619
$258K 0.01%
1,499
+56
620
$257K 0.01%
+2,490
621
$257K 0.01%
252
+9
622
$254K 0.01%
2,476
-175
623
$253K 0.01%
4,270
+37
624
$251K 0.01%
+10,090
625
$250K 0.01%
+6,218
23 24
25
26 27