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
151
$3.56M 0.18%
43,627
+5,983
152
$3.52M 0.18%
4,268
+62
153
$3.51M 0.18%
45,749
+2,989
154
$3.49M 0.18%
20,611
+1,064
155
$3.48M 0.18%
+42,463
156
$3.47M 0.18%
59,762
-8,558
157
$3.46M 0.18%
45,893
+2,223
158
$3.41M 0.17%
39,465
+679
159
$3.41M 0.17%
50,212
+1,759
160
$3.4M 0.17%
18,841
-103
161
$3.37M 0.17%
37,687
-411
162
$3.37M 0.17%
88,823
-100,506
163
$3.3M 0.17%
35,679
-201
164
$3.28M 0.17%
53,653
+23
165
$3.25M 0.17%
27,006
+1,896
166
$3.25M 0.17%
17,680
+1,785
167
$3.24M 0.16%
12,966
+1,077
168
$3.17M 0.16%
7,974
+2,311
169
$3.12M 0.16%
24,404
-31,057
170
$3.12M 0.16%
+76,998
171
$3.1M 0.16%
73,590
+2,867
172
$3.06M 0.16%
27,020
-607
173
$3.02M 0.15%
11,955
-47
174
$3.01M 0.15%
23,455
+14,977
175
$2.95M 0.15%
39,513
+1,102
5 6
7
8 9