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
76
$6.15M 0.31%
86,794
+54,396
77
$6.09M 0.31%
607,873
+70,473
78
$6.01M 0.31%
48,564
+227
79
$5.93M 0.3%
12,695
+7,211
80
$5.87M 0.3%
11,531
-7,275
81
$5.82M 0.3%
124,169
-527
82
$5.78M 0.3%
7,346
-331
83
$5.75M 0.29%
33,263
-12,043
84
$5.45M 0.28%
61,842
+1,422
85
$5.44M 0.28%
91,223
+12,391
86
$5.39M 0.28%
27,726
-811
87
$5.35M 0.27%
30,887
+10,276
88
$5.32M 0.27%
91,366
+5,091
89
$5.28M 0.27%
40,984
-4,643
90
$5.24M 0.27%
80,745
-747
91
$5.24M 0.27%
6,931
+2,663
92
$5.24M 0.27%
35,845
-1,758
93
$5.21M 0.27%
107,301
+95,378
94
$5.2M 0.27%
88,617
-883
95
$5.16M 0.26%
125,217
-789
96
$5.13M 0.26%
57,984
-34,310
97
$5.04M 0.26%
17,365
-842
98
$5.01M 0.26%
22,146
+14,996
99
$4.99M 0.26%
196,353
+301
100
$4.98M 0.25%
63,538
-2,057
2 3
4
5 6