IAN

Integrated Advisors Network Portfolio holdings

AUM $2.38B
1-Year Est. Return 24.02%
This Quarter Est. Return
1 Year Est. Return
+24.02%
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
676
– –
-105,700
677
– –
-16,201
678
– –
-1,217
679
– –
-5,882
680
– –
-13,178
681
– –
-435,500
682
– –
-6,218
683
– –
-1,788
684
– –
-934
685
– –
-10,211
686
– –
-330
687
– –
-540
688
– –
0
689
– –
-4,206
690
– –
-27,006
691
– –
-2,299
692
– –
-79,281
693
– –
-5,812
694
– –
-5,378
695
– –
-17,041
696
– –
-6,342
697
– –
-15,219
698
– –
-10,545
699
– –
-41,000
700
– –
-38,908
26 27
28
29 30