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
201
$2.16M 0.11%
4,286
-2,334
202
$2.14M 0.11%
21,238
-565
203
$2.1M 0.11%
13,466
-402
204
$2.07M 0.11%
32,398
+2,183
205
$2.05M 0.1%
40,750
-9,967
206
$2.01M 0.1%
15,286
+3
207
$1.99M 0.1%
54,250
+6,164
208
$1.95M 0.1%
37,315
209
$1.9M 0.1%
6,751
+256
210
$1.9M 0.1%
3,420
-37
211
$1.88M 0.1%
14,781
+969
212
$1.87M 0.1%
3,914
-10
213
$1.87M 0.1%
24,490
+19,558
214
$1.85M 0.09%
31,767
+3,964
215
$1.84M 0.09%
120,435
+19,217
216
$1.83M 0.09%
1,210
+910
217
$1.79M 0.09%
5,367
-58
218
$1.78M 0.09%
32,016
-306
219
$1.78M 0.09%
30,736
+2,565
220
$1.77M 0.09%
35,013
+592
221
$1.76M 0.09%
7,150
+367
222
$1.73M 0.09%
27,816
-412
223
$1.72M 0.09%
2,457
-6,543
224
$1.7M 0.09%
15,801
-33
225
$1.69M 0.09%
1,372
+612
7 8
9
10 11