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
176
$2.62M 0.13%
53,738
-819
177
$2.6M 0.13%
21,361
+830
178
$2.59M 0.13%
69,069
-1,581
179
$2.59M 0.13%
6,915
+15
180
$2.58M 0.13%
12,185
+230
181
$2.54M 0.13%
50,010
-1,619
182
$2.49M 0.13%
14,524
+1,058
183
$2.45M 0.13%
4,405
+119
184
$2.39M 0.12%
34,795
-5,307
185
$2.32M 0.12%
29,750
+23,005
186
$2.27M 0.12%
196,457
-7,545
187
$2.23M 0.11%
57,031
-1,005
188
$2.19M 0.11%
21,104
-1,765
189
$2.19M 0.11%
22,799
+50
190
$2.15M 0.11%
20,422
-816
191
$2.1M 0.11%
32,385
+17,414
192
$2.09M 0.11%
27,323
+2,833
193
$2.07M 0.11%
1,259
+49
194
$2.07M 0.11%
10,328
+3,168
195
$2.06M 0.11%
20,779
-40,521
196
$2.01M 0.1%
2,442
-15
197
$2.01M 0.1%
37,135
-180
198
$1.98M 0.1%
10,177
-1,022
199
$1.97M 0.1%
15,524
+238
200
$1.95M 0.1%
19,457
-5,287
6 7
8
9 10