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
126
$4.22M 0.21%
52,007
+48,849
127
$4.22M 0.21%
19,799
+1,250
128
$4.13M 0.21%
199,794
-3,576
129
$4.12M 0.21%
27,057
-1,612
130
$4.1M 0.21%
43,349
+4,401
131
$4.08M 0.21%
31,046
-41,578
132
$4.07M 0.21%
11,741
-106
133
$4.06M 0.21%
6,680
+1,758
134
$4.03M 0.2%
51,561
-502
135
$4.01M 0.2%
148,459
+996
136
$3.99M 0.2%
34,738
-131
137
$3.98M 0.2%
14,008
-13,717
138
$3.93M 0.2%
20,383
-2,514
139
$3.93M 0.2%
39,170
+4,583
140
$3.9M 0.2%
12,938
-1,591
141
$3.88M 0.2%
46,186
-183
142
$3.82M 0.19%
52,752
+17,445
143
$3.81M 0.19%
63,266
-643
144
$3.75M 0.19%
72,639
-1,169
145
$3.72M 0.19%
+79,281
146
$3.63M 0.18%
46,666
-1,959
147
$3.62M 0.18%
72,559
-71,046
148
$3.6M 0.18%
20,590
-1,561
149
$3.59M 0.18%
77,794
+703
150
$3.58M 0.18%
10,631
-4,848
4 5
6
7 8