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
1
$88.8M 4.51%
168,866
+18,923
2
$70.9M 3.6%
135,592
+19,938
3
$60.5M 3.07%
669,980
-27,280
4
$41.3M 2.1%
240,860
-13,605
5
$38.2M 1.94%
90,859
+7,201
6
$36.2M 1.84%
595,186
-80,229
7
$28.7M 1.46%
64,556
+8,455
8
$26M 1.32%
144,179
-2,930
9
$24.3M 1.24%
905,193
+13,440
10
$24.3M 1.23%
419,943
+57,612
11
$20.1M 1.02%
133,139
-34,463
12
$19.8M 1%
41,134
+6,272
13
$18.3M 0.93%
246,932
+3,692
14
$17.3M 0.88%
47,166
+503
15
$17M 0.87%
119,914
+47,122
16
$15.7M 0.8%
78,209
-2,296
17
$15.2M 0.77%
125,739
-41,200
18
$14.7M 0.75%
1,426,788
-1,414
19
$14.5M 0.74%
249,580
+143,669
20
$14.4M 0.73%
79,060
+5,378
21
$13.7M 0.7%
126,121
+50,143
22
$13.7M 0.7%
65,903
+8,351
23
$12.9M 0.65%
17,857
-1,676
24
$12.4M 0.63%
487,836
-41,733
25
$12.1M 0.62%
1,023,000
-98,040
1
2 3 4 5