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
101
$4.95M 0.25%
72,522
-71,470
102
$4.92M 0.25%
47,902
-1,581
103
$4.88M 0.25%
18,127
-1,193
104
$4.87M 0.25%
26,567
-490
105
$4.87M 0.25%
66,146
-86,412
106
$4.86M 0.25%
22,269
-4,776
107
$4.85M 0.25%
+24,025
108
$4.85M 0.25%
+167,576
109
$4.83M 0.25%
80,167
-6,643
110
$4.8M 0.25%
40,950
-1,471
111
$4.79M 0.25%
12,509
+9,366
112
$4.67M 0.24%
89,062
-4,235
113
$4.61M 0.24%
53,186
-281
114
$4.59M 0.23%
6,798
+118
115
$4.51M 0.23%
49,189
+5,840
116
$4.43M 0.23%
65,398
+2,132
117
$4.34M 0.22%
81,817
-4,129
118
$4.28M 0.22%
50,920
-641
119
$4.27M 0.22%
19,028
-771
120
$4.24M 0.22%
35,026
-2,031
121
$4.22M 0.22%
57,266
+4,514
122
$4.22M 0.22%
196,866
-2,928
123
$4.21M 0.22%
51,654
+42,163
124
$4.2M 0.22%
35,183
+445
125
$4.1M 0.21%
12,408
+2
3 4
5
6 7