IAN

Integrated Advisors Network Portfolio holdings

AUM $1.98B
This Quarter Return
-1.58%
1 Year Return
+11.69%
3 Year Return
+45.94%
5 Year Return
+159.41%
10 Year Return
–
AUM
$1.98B
AUM Growth
-$108M
Cap. Flow
-$28.3M
Cap. Flow %
-1.43%
Top 10 Hldgs %
24.22%
Holding
776
New
89
Increased
246
Reduced
337
Closed
73

Top Buys

1
$37.5M
2
$29.1M
3
$12.4M
4
$7.58M
5
$6.97M

Top Sells

1
$15.9M
2
$10.2M
3
$9.88M
4
$7.98M
5
$7.23M

Sector Composition

1Technology11.45%
2Financials6.51%
3Healthcare4.7%
4Industrials3.92%
5Consumer Discretionary3.89%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.31M0.07% 5,349
+505
+10%
+$123K
$1.3M0.07% 10,687
-167
-2%
-$20.4K
$1.29M0.07% 3,834
-5
-0.1%
-$1.69K
$1.27M0.06% 17,449
+5,517
+46%
+$401K
$1.27M0.06% 7,189
-4,746
-40%
-$837K
$1.26M0.06% 5,082
-596
-11%
-$148K
$1.24M0.06% 20,413
+3,025
+17%
+$184K
$1.24M0.06% 6,594
-9,136
-58%
-$1.72M
$1.21M0.06% 2,594
+631
+32%
+$294K
$1.2M0.06%
+18,615
 New
+$1.2M
$1.17M0.06% 34,363
+2,431
+8%
+$83K
$1.17M0.06% 19,791
+11,046
+126%
+$651K
$1.16M0.06%
+26,265
 New
+$1.16M
$1.16M0.06% 58,747
+140
+0.2%
+$2.77K
$1.16M0.06% 25,353
-65,807
-72%
-$3.01M
$1.16M0.06% 55,401
-20,839
-27%
-$437K
$1.15M0.06% 13,259
-3,057
-19%
-$266K
$1.14M0.06%
+28,025
 New
+$1.14M
$1.14M0.06% 52,866
-4,288
-8%
-$92.1K
$1.12M0.06% 5,560
+1,650
+42%
+$333K
$1.12M0.06% 294
+16
+6%
+$61K
$1.12M0.06% 12,164
-242
-2%
-$22.3K
$1.11M0.06% 4,373
+20
+0.5%
+$5.07K
$1.11M0.06% 13,852
-1,018
-7%
-$81.5K
$1.1M0.06% 17,333
-3,185
-16%
-$202K
1 101112131431