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
651
$221K 0.01%
5,390
-355
652
$220K 0.01%
7,712
-8
653
$220K 0.01%
+2,061
654
$218K 0.01%
+70,000
655
$218K 0.01%
4,997
+885
656
$216K 0.01%
15,436
+15
657
$216K 0.01%
+6,561
658
$215K 0.01%
10,612
-342
659
$215K 0.01%
2,918
-6,797
660
$214K 0.01%
16,201
661
$211K 0.01%
2,727
-1,963
662
$211K 0.01%
+2,121
663
$210K 0.01%
1,258
+16
664
$209K 0.01%
+1,589
665
$209K 0.01%
+2,413
666
$209K 0.01%
2,360
667
$206K 0.01%
2,946
-283
668
$206K 0.01%
+5,601
669
$205K 0.01%
16,335
670
$204K 0.01%
+4,148
671
$204K 0.01%
3,350
672
$203K 0.01%
+330
673
$203K 0.01%
211
-46
674
$202K 0.01%
+7,920
675
$200K 0.01%
+6,515
25 26
27
28 29