IAN

Integrated Advisors Network Portfolio holdings

AUM $1.98B
AUM
$1.98B
AUM Growth
-$108M
Cap. Flow
+$4.25M
Cap. Flow %
0.21%
Top 10 Hldgs %
24.22%
Holding
776
New
89
Increased
246
Reduced
337
Closed
73

Sector Composition

1Technology11.66%
2Financials6.51%
3Healthcare4.7%
4Industrials3.92%
5Consumer Discretionary3.88%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$1.5M0.08%4,917
-209
-4%
-$63.9K
$1.49M0.08%2,212
-477
-18%
-$321K
$1.48M0.07%29,108
+3,058
+12%
+$156K
$1.48M0.07%40,850 New
+$1.48M
$1.47M0.07%15,425
+4,117
+36%
+$393K
$1.47M0.07%28,194
+7,699
+38%
+$400K
$1.47M0.07%55,929
+105
+0.2%
+$2.75K
$1.44M0.07%13,109
-1,386
-10%
-$152K
$1.44M0.07%30,827
+812
+3%
+$37.9K
$1.43M0.07%5,762
-168
-3%
-$41.7K
$1.42M0.07%24,995
-58,217
-70%
-$3.31M
$1.42M0.07%45,461
+2,025
+5%
+$63.2K
$1.42M0.07%5,989
-422
-7%
-$100K
$1.42M0.07%23,448
-6,334
-21%
-$383K
$1.41M0.07%3,781
+366
+11%
+$136K
$1.4M0.07%64,984
-515
-0.8%
-$11.1K
$1.4M0.07%35,243
+1,963
+6%
+$77.9K
$1.39M0.07%30,753
-687
-2%
-$31K
$1.39M0.07%42,976
+17,533
+69%
+$566K
$1.38M0.07%6,871
+1,041
+18%
+$208K
$1.37M0.07%24,302
+6,407
+36%
+$362K
$1.37M0.07%297
+27
+10%
+$124K
$1.36M0.07%24,889
-3,263
-12%
-$179K
$1.34M0.07%55,383
-2,302
-4%
-$55.7K
$1.33M0.07%23,731
-232
-1%
-$13K