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
76
$6.38M 0.32%
48,337
-140
77
$6.32M 0.32%
150,006
+69,004
78
$6.25M 0.32%
123,535
+20,481
79
$6.2M 0.31%
38,188
+13,946
80
$6.18M 0.31%
27,045
+4,713
81
$6.15M 0.31%
70,347
+5,340
82
$6.12M 0.31%
29,738
-9,058
83
$6.09M 0.31%
34,389
+29,969
84
$6.06M 0.31%
48,255
+31,484
85
$5.95M 0.3%
37,603
-21,257
86
$5.93M 0.3%
+86,810
87
$5.92M 0.3%
124,696
-50,822
88
$5.84M 0.3%
75,532
-14,041
89
$5.79M 0.29%
+93,297
90
$5.59M 0.28%
269,495
91
$5.59M 0.28%
37,519
-2,057
92
$5.46M 0.28%
60,420
-142,975
93
$5.44M 0.28%
46,820
-3,334
94
$5.37M 0.27%
81,492
+3,536
95
$5.29M 0.27%
126,006
+85,444
96
$5.27M 0.27%
97,227
+65,448
97
$5.27M 0.27%
49,483
+39,641
98
$5.25M 0.27%
89,500
-3,292
99
$5.24M 0.27%
65,595
+147
100
$5.17M 0.26%
25,175
-3,061
2 3
4
5 6