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
201
$1.93M 0.1%
59,126
-2,397
202
$1.89M 0.1%
62,763
+45,081
203
$1.88M 0.1%
37,357
-3,393
204
$1.87M 0.1%
3,489
+69
205
$1.85M 0.09%
125,428
+4,993
206
$1.84M 0.09%
36,431
-10,077
207
$1.79M 0.09%
16,734
+933
208
$1.78M 0.09%
49,171
-5,079
209
$1.77M 0.09%
29,866
-870
210
$1.77M 0.09%
43,541
+2,933
211
$1.76M 0.09%
31,211
-805
212
$1.75M 0.09%
2,229
+156
213
$1.73M 0.09%
28,759
+943
214
$1.73M 0.09%
1,352
-20
215
$1.72M 0.09%
64,596
+17,644
216
$1.71M 0.09%
28,986
+1,551
217
$1.7M 0.09%
+38,122
218
$1.67M 0.09%
38,034
+679
219
$1.65M 0.08%
14,467
-314
220
$1.65M 0.08%
3,785
-129
221
$1.65M 0.08%
2,822
+61
222
$1.64M 0.08%
5,101
-266
223
$1.62M 0.08%
27,425
-238
224
$1.62M 0.08%
16,124
-7,369
225
$1.6M 0.08%
6,297
-454
7 8
9
10 11