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
101
$5.14M 0.26%
18,207
+424
102
$5.13M 0.26%
43,734
+3,377
103
$5.12M 0.26%
132,672
-4,088
104
$5.05M 0.26%
86,275
+29,985
105
$4.99M 0.25%
196,052
-861
106
$4.98M 0.25%
42,421
+2,232
107
$4.98M 0.25%
85,946
+12,196
108
$4.97M 0.25%
28,537
+20,560
109
$4.9M 0.25%
19,222
+13,824
110
$4.84M 0.25%
105,700
+16,284
111
$4.81M 0.24%
53,467
+3,045
112
$4.79M 0.24%
45,627
-1,932
113
$4.79M 0.24%
19,320
+14,798
114
$4.78M 0.24%
21,008
-375
115
$4.7M 0.24%
78,832
+16,787
116
$4.63M 0.24%
65,281
+48,976
117
$4.62M 0.23%
20,066
-810
118
$4.6M 0.23%
52,828
+39,761
119
$4.56M 0.23%
37,057
-1,469
120
$4.54M 0.23%
31,548
-2,417
121
$4.51M 0.23%
12,406
-289
122
$4.46M 0.23%
35,954
+33,035
123
$4.4M 0.22%
17,292
+72
124
$4.4M 0.22%
48,171
-4,505
125
$4.24M 0.22%
89,277
-20,174
3 4
5
6 7