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
$593K0.03%
+8,043
 New
+$593K
$589K0.03% 4,840
-383
-7%
-$46.6K
$588K0.03% 50,524
+750
+2%
+$8.72K
$588K0.03% 12,783––
$585K0.03% 2,300
-1,106
-32%
-$281K
$581K0.03% 2,260
-495
-18%
-$127K
$580K0.03% 9,426
-288
-3%
-$17.7K
$578K0.03% 18,807
-1,941
-9%
-$59.6K
$575K0.03% 21,508
-5,963
-22%
-$159K
$570K0.03% 8,093
+60
+0.8%
+$4.22K
$567K0.03% 15,816
-332
-2%
-$11.9K
$559K0.03% 22,025
-407
-2%
-$10.3K
$559K0.03%
+10,671
 New
+$559K
$556K0.03% 3,285
+1,281
+64%
+$217K
$555K0.03% 9,477
+631
+7%
+$36.9K
$548K0.03% 52,206
+110
+0.2%
+$1.16K
$541K0.03% 5,099
-134
-3%
-$14.2K
$538K0.03% 4,871
-134
-3%
-$14.8K
$530K0.03% 6,845
-10,031
-59%
-$777K
$529K0.03% 6,027
-23,364
-79%
-$2.05M
$529K0.03% 2,002
-22
-1%
-$5.82K
$527K0.03%
+9,574
 New
+$527K
$526K0.03%
+23,688
 New
+$526K
$522K0.03% 2,055
+323
+19%
+$82K
$512K0.03% 5,007
-17
-0.3%
-$1.74K
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