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
126
$4.02M 0.21%
29,164
+25,559
127
$4M 0.21%
83,453
-5,824
128
$3.99M 0.2%
68,727
+8,965
129
$3.95M 0.2%
51,188
+4,522
130
$3.94M 0.2%
+94,101
131
$3.88M 0.2%
50,598
+4,849
132
$3.85M 0.2%
49,457
+1,286
133
$3.83M 0.2%
93,219
-56,787
134
$3.8M 0.19%
70,917
-1,722
135
$3.74M 0.19%
58,730
+5,077
136
$3.73M 0.19%
49,794
+3,901
137
$3.73M 0.19%
+68,761
138
$3.68M 0.19%
29,757
-1,289
139
$3.65M 0.19%
20,075
-308
140
$3.63M 0.19%
16,452
-840
141
$3.61M 0.18%
+28,008
142
$3.57M 0.18%
98,935
+84,992
143
$3.55M 0.18%
89,258
+435
144
$3.52M 0.18%
76,971
-823
145
$3.5M 0.18%
43,214
-2,972
146
$3.48M 0.18%
51,559
+1,347
147
$3.38M 0.17%
13,543
+577
148
$3.38M 0.17%
23,700
+245
149
$3.38M 0.17%
39,487
-4,140
150
$3.35M 0.17%
18,375
+695
4 5
6
7 8