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
651
$206K 0.01%
+4,269
652
$204K 0.01%
1,040
-4
653
$203K 0.01%
71,790
-79,100
654
$202K 0.01%
1,785
-3,329
655
$202K 0.01%
+1,178
656
$202K 0.01%
+3,667
657
$201K 0.01%
1,705
+116
658
$201K 0.01%
6,515
659
$201K 0.01%
5,601
660
$201K 0.01%
+1,509
661
$178K 0.01%
14,122
-2,213
662
$176K 0.01%
40,435
663
$149K 0.01%
+25,230
664
$123K 0.01%
19,365
665
$104K 0.01%
13,927
+1,141
666
$77.1K ﹤0.01%
34,276
-513
667
$71.1K ﹤0.01%
12,474
-1,795
668
$60.4K ﹤0.01%
+11,100
669
$57.6K ﹤0.01%
1,699
-22,136
670
$54.4K ﹤0.01%
+11,111
671
$43.1K ﹤0.01%
+12,000
672
$33.6K ﹤0.01%
+10,000
673
$24K ﹤0.01%
15,915
674
$13.7K ﹤0.01%
568
675
– –
-4,206
25 26
27
28 29