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
676
$200K 0.01%
+7,065
677
$181K 0.01%
40,435
678
$129K 0.01%
4,121
679
$127K 0.01%
+12,786
680
$115K 0.01%
19,365
681
$112K 0.01%
13,178
+3,145
682
$107K 0.01%
12,225
683
$98.3K 0.01%
14,269
+43
684
$96.7K ﹤0.01%
34,789
+3,077
685
$95.6K ﹤0.01%
10,545
+19
686
$68.6K ﹤0.01%
15,915
687
$45.2K ﹤0.01%
12,130
-136,500
688
$24.7K ﹤0.01%
568
689
– –
-3,254
690
– –
-2,433
691
– –
-5,165
692
– –
-28,979
693
– –
-36,351
694
– –
-5,980
695
– –
-44,391
696
– –
-22,769
697
– –
-1,746
698
– –
-11,698
699
– –
-2,639
700
– –
-3,877
26 27
28
29 30