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
626
$230K 0.01%
5,074
+29
627
$229K 0.01%
5,524
+134
628
$226K 0.01%
+1,648
629
$225K 0.01%
4,509
+239
630
$223K 0.01%
+799
631
$223K 0.01%
5,271
+1,432
632
$221K 0.01%
2,213
-800
633
$221K 0.01%
2,389
-4,604
634
$221K 0.01%
6,561
635
$221K 0.01%
+3,110
636
$218K 0.01%
208
-3
637
$217K 0.01%
+2,623
638
$216K 0.01%
+3,571
639
$215K 0.01%
1,415
-5,481
640
$214K 0.01%
963
-68
641
$214K 0.01%
+1,851
642
$213K 0.01%
727
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$212K 0.01%
8,000
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644
$211K 0.01%
7,692
-20
645
$210K 0.01%
+1,491
646
$209K 0.01%
+371
647
$207K 0.01%
3,825
+9
648
$207K 0.01%
2,360
649
$207K 0.01%
10,358
-254
650
$207K 0.01%
2,149
+28
24 25
26
27 28