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
601
$256K 0.01%
10,025
+2,105
602
$254K 0.01%
23,968
-342
603
$254K 0.01%
999
+104
604
$254K 0.01%
+2,543
605
$253K 0.01%
4,226
-27
606
$251K 0.01%
10,134
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607
$248K 0.01%
974
-65
608
$245K 0.01%
953
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609
$244K 0.01%
+1,268
610
$243K 0.01%
20,671
611
$240K 0.01%
1,369
-130
612
$239K 0.01%
5,478
+138
613
$238K 0.01%
264
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614
$238K 0.01%
3,768
+134
615
$237K 0.01%
1,665
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616
$237K 0.01%
2,300
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$237K 0.01%
2,807
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618
$235K 0.01%
5,156
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619
$234K 0.01%
5,804
-55
620
$233K 0.01%
2,487
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621
$233K 0.01%
+2,598
622
$233K 0.01%
10,000
623
$231K 0.01%
1,948
-113
624
$231K 0.01%
5,536
-40
625
$231K 0.01%
1,055
+1
23 24
25
26 27