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
151
$3.33M 0.17%
39,797
+332
152
$3.3M 0.17%
9,044
-1,587
153
$3.27M 0.17%
68,818
-3,741
154
$3.27M 0.17%
269,495
155
$3.26M 0.17%
72,355
+1,831
156
$3.23M 0.17%
8,259
+285
157
$3.21M 0.16%
25,197
-18,537
158
$3.2M 0.16%
34,903
-776
159
$3.18M 0.16%
76,154
+2,564
160
$3.14M 0.16%
20,658
-25,519
161
$3.1M 0.16%
24,648
+244
162
$3.1M 0.16%
5,720
+59
163
$3.05M 0.16%
27,726
+706
164
$3.01M 0.15%
18,545
-296
165
$2.98M 0.15%
9,513
+1,465
166
$2.93M 0.15%
+83,760
167
$2.93M 0.15%
38,379
-1,134
168
$2.91M 0.15%
9,431
-100
169
$2.9M 0.15%
11,261
-1,677
170
$2.72M 0.14%
13,815
-932
171
$2.69M 0.14%
58,384
-7,103
172
$2.69M 0.14%
58,263
+221
173
$2.68M 0.14%
8,830
-2,911
174
$2.66M 0.14%
98,044
+4
175
$2.63M 0.13%
136,117
-12,342
5 6
7
8 9