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
176
$2.94M 0.15%
5,661
+2,053
177
$2.88M 0.15%
65,487
-6,315
178
$2.86M 0.15%
9,531
-100
179
$2.8M 0.14%
40,102
-419
180
$2.76M 0.14%
+70,524
181
$2.72M 0.14%
70,650
+4,134
182
$2.69M 0.14%
14,747
-28,955
183
$2.69M 0.14%
58,042
+738
184
$2.68M 0.14%
54,557
+43
185
$2.62M 0.13%
51,629
-1,679
186
$2.6M 0.13%
22,869
+1,994
187
$2.59M 0.13%
20,531
+1,592
188
$2.56M 0.13%
98,040
-1,260
189
$2.52M 0.13%
8,048
-23,091
190
$2.52M 0.13%
58,036
-12,896
191
$2.49M 0.13%
5,484
+979
192
$2.42M 0.12%
204,002
-4,348
193
$2.41M 0.12%
24,744
+5,453
194
$2.38M 0.12%
6,900
+72
195
$2.35M 0.12%
46,508
-21,894
196
$2.31M 0.12%
22,749
-772
197
$2.27M 0.12%
23,493
-3,978
198
$2.21M 0.11%
11,199
-14,169
199
$2.21M 0.11%
61,523
-1,886
200
$2.21M 0.11%
27,663
-1,272
6 7
8
9 10