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
626
$248K 0.01%
+3,627
627
$248K 0.01%
+3,002
628
$247K 0.01%
7,800
-875
629
$247K 0.01%
+41,000
630
$245K 0.01%
+4,253
631
$244K 0.01%
+733
632
$242K 0.01%
615
+7
633
$237K 0.01%
20,671
-15,579
634
$237K 0.01%
10,000
635
$236K 0.01%
+1,890
636
$236K 0.01%
3,634
-115
637
$235K 0.01%
+1,054
638
$235K 0.01%
5,576
-129
639
$234K 0.01%
3,447
+12
640
$233K 0.01%
+4,077
641
$233K 0.01%
+895
642
$231K 0.01%
+12,331
643
$230K 0.01%
5,045
+22
644
$229K 0.01%
5,859
+178
645
$227K 0.01%
4,795
-60,138
646
$225K 0.01%
1,044
-19,819
647
$224K 0.01%
853
-49
648
$224K 0.01%
2,299
-119
649
$222K 0.01%
+7,779
650
$221K 0.01%
+3,816
24 25
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