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 | |
|---|---|---|---|---|---|---|---|
| $416K | 0.02% | 1,989 +224 | +13% | +$46.9K | |||
| $415K | 0.02% | 15,435 +798 | +5% | +$21.5K | |||
| $415K | 0.02% | 6,310 -1,443 | -19% | -$94.9K | |||
| $413K | 0.02% | 4,979 | – | – | |||
| $413K | 0.02% | 38,469 -6,359 | -14% | -$68.2K | |||
| $411K | 0.02% | 9,413 -250 | -3% | -$10.9K | |||
| $411K | 0.02% | 5,109 -602 | -11% | -$48.4K | |||
| $410K | 0.02% | 4,148 | New | +$410K | |||
| $409K | 0.02% | 10,689 +240 | +2% | +$9.19K | |||
| $409K | 0.02% | 3,677 -596 | -14% | -$66.3K | |||
| $405K | 0.02% | 5,233 | – | – | |||
| $403K | 0.02% | 3,445 -83 | -2% | -$9.71K | |||
| $401K | 0.02% | 2,778 -150 | -5% | -$21.7K | |||
| $401K | 0.02% | 15,690 +3,690 | +31% | +$94.3K | |||
| $399K | 0.02% | 1,891 -386 | -17% | -$81.4K | |||
| $396K | 0.02% | 2,893 -72 | -2% | -$9.86K | |||
| $392K | 0.02% | 6,171 | – | – | |||
| $392K | 0.02% | 12,256 | New | +$392K | |||
| $391K | 0.02% | 6,737 +454 | +7% | +$26.3K | |||
| $390K | 0.02% | 1,311 -312 | -19% | -$92.9K | |||
| $382K | 0.02% | 2,392 | New | +$382K | |||
| $381K | 0.02% | 20,040 | New | +$381K | |||
| $379K | 0.02% | 5,516 -20 | -0.4% | -$1.38K | |||
| $376K | 0.02% | 9,714 +625 | +7% | +$24.2K | |||
| $371K | 0.02% | 3,111 -469 | -13% | -$55.9K |
