IAN

Integrated Advisors Network Portfolio holdings

AUM $2.26B
1-Year Est. Return 23.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.42%
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
+$11M
2
+$9.93M
3
+$9.47M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.98M
5
PANW icon
Palo Alto Networks
PANW
+$7.43M

Top Sells

1
+$12.6M
2
+$12.3M
3
+$11.5M
4
ETN icon
Eaton
ETN
+$6.31M
5
BX icon
Blackstone
BX
+$5.19M

Sector Composition

1 Technology 14.94%
2 Financials 6.92%
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
726
– –
-3,840
727
– –
-17,055
728
– –
-5,227
729
– –
-5,653
730
– –
-5,248
731
– –
-3,686
732
– –
-70,333
733
– –
-4,728
26 27 28 29
30