IAN
Integrated Advisors Network Portfolio holdings
AUM $1.98B
AUM
$1.98B
AUM Growth
-$108M (-5%)
Cap. Flow
+$4.25M
Cap. Flow % of AUM
0.21%
Top 10 Holdings %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
| 1 | Technology | 11.66% |
| 2 | Financials | 6.51% |
| 3 | Healthcare | 4.7% |
| 4 | Industrials | 3.92% |
| 5 | Consumer Discretionary | 3.88% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.31M | 0.07% | 5,349 +505 | +10% | +$123K | |||
| $1.3M | 0.07% | 10,687 -167 | -2% | -$20.4K | |||
| $1.29M | 0.07% | 3,834 -5 | -0.1% | -$1.69K | |||
| $1.27M | 0.06% | 17,449 +5,517 | +46% | +$401K | |||
| $1.27M | 0.06% | 7,189 -4,746 | -40% | -$837K | |||
| $1.26M | 0.06% | 5,082 -596 | -11% | -$148K | |||
| $1.24M | 0.06% | 20,413 +3,025 | +17% | +$184K | |||
| $1.24M | 0.06% | 6,594 -9,136 | -58% | -$1.72M | |||
| $1.21M | 0.06% | 2,594 +631 | +32% | +$294K | |||
| $1.2M | 0.06% | 18,615 | New | +$1.2M | |||
| $1.17M | 0.06% | 34,363 +2,431 | +8% | +$83K | |||
| $1.17M | 0.06% | 19,791 +11,046 | +126% | +$651K | |||
| $1.16M | 0.06% | 26,265 | New | +$1.16M | |||
| $1.16M | 0.06% | 58,747 +140 | +0.2% | +$2.77K | |||
| $1.16M | 0.06% | 25,353 -65,807 | -72% | -$3.01M | |||
| $1.16M | 0.06% | 55,401 -20,839 | -27% | -$437K | |||
| $1.15M | 0.06% | 13,259 -3,057 | -19% | -$266K | |||
| $1.14M | 0.06% | 28,025 | New | +$1.14M | |||
| $1.14M | 0.06% | 52,866 -4,288 | -8% | -$92.1K | |||
| $1.12M | 0.06% | 5,560 +1,650 | +42% | +$333K | |||
| $1.12M | 0.06% | 294 +16 | +6% | +$61K | |||
| $1.12M | 0.06% | 12,164 -242 | -2% | -$22.3K | |||
| $1.11M | 0.06% | 4,373 +20 | +0.5% | +$5.07K | |||
| $1.11M | 0.06% | 13,852 -1,018 | -7% | -$81.5K | |||
| $1.1M | 0.06% | 17,333 -3,185 | -16% | -$202K |
