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
51
$8.65M 0.44%
45,306
-58
52
$8.58M 0.44%
104,868
-26,008
53
$8.43M 0.43%
25,889
-472
54
$8.34M 0.42%
45,806
-207
55
$8.28M 0.42%
92,294
+9,649
56
$8.23M 0.42%
28,587
+1,877
57
$7.86M 0.4%
16,332
-27
58
$7.76M 0.39%
106,889
-241
59
$7.51M 0.38%
28,283
+353
60
$7.5M 0.38%
61,300
+40,019
61
$7.47M 0.38%
50,578
+891
62
$7.45M 0.38%
43,967
-15,957
63
$7.42M 0.38%
78,334
+4,672
64
$7.36M 0.37%
91,358
+20,726
65
$7.34M 0.37%
43,326
-1,249
66
$7.23M 0.37%
46,177
+477
67
$7.19M 0.37%
65,080
-40,467
68
$6.98M 0.35%
16,706
-51
69
$6.94M 0.35%
274,606
-15,102
70
$6.73M 0.34%
49,481
+36,994
71
$6.65M 0.34%
26,634
+380
72
$6.65M 0.34%
70,622
+37,856
73
$6.45M 0.33%
261,800
+7,224
74
$6.43M 0.33%
537,400
+222,258
75
$6.4M 0.33%
7,677
-151
1 2
3
4 5