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
51
$7.75M 0.4%
45,178
-628
52
$7.69M 0.39%
25,838
-2,749
53
$7.68M 0.39%
84,241
-27,186
54
$7.65M 0.39%
95,690
+4,332
55
$7.64M 0.39%
43,940
-5,541
56
$7.63M 0.39%
24,428
+10,420
57
$7.61M 0.39%
77,889
+7,542
58
$7.56M 0.39%
28,793
-11,075
59
$7.49M 0.38%
51,389
+811
60
$7.48M 0.38%
76,933
+6,311
61
$7.41M 0.38%
102,782
-4,107
62
$7.39M 0.38%
147,399
+23,864
63
$7.2M 0.37%
15,923
-783
64
$7.13M 0.37%
26,084
-2,199
65
$7.03M 0.36%
15,929
-403
66
$6.96M 0.36%
65,293
+213
67
$6.96M 0.36%
71,687
-33,873
68
$6.89M 0.35%
20,006
-9,649
69
$6.69M 0.34%
86,544
+11,012
70
$6.69M 0.34%
31,092
+1,354
71
$6.68M 0.34%
266,236
-8,370
72
$6.53M 0.33%
26,971
+337
73
$6.41M 0.33%
45,367
-2,888
74
$6.3M 0.32%
38,183
+17,593
75
$6.16M 0.32%
259,764
-2,036
1 2
3
4 5