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
$336K0.02%
+10,909
 New
+$336K
$334K0.02% 7,027
-1,418
-17%
-$67.5K
$331K0.02% 59,500
-58,200
-49%
-$324K
$330K0.02% 11,223
-966
-8%
-$28.4K
$329K0.02% 8,639
+178
+2%
+$6.78K
$327K0.02% 1,134
-47
-4%
-$13.6K
$327K0.02%
+9,620
 New
+$327K
$326K0.02%
+9,041
 New
+$326K
$325K0.02% 4,169
-1,924
-32%
-$150K
$325K0.02% 4,044
+187
+5%
+$15K
$323K0.02% 1,951
-1,819
-48%
-$301K
$323K0.02% 3,310
-829
-20%
-$80.8K
$322K0.02% 2,690
-663
-20%
-$79.3K
$321K0.02% 4,098
-170
-4%
-$13.3K
$321K0.02%
+14,569
 New
+$321K
$320K0.02% 3,053
+46
+2%
+$4.83K
$319K0.02% 8,534
+177
+2%
+$6.62K
$318K0.02% 3,863
-24
-0.6%
-$1.98K
$316K0.02% 11,064
+1,299
+13%
+$37.1K
$314K0.02% 4,761
+140
+3%
+$9.24K
$312K0.02% 4,929
-109
-2%
-$6.91K
$312K0.02%
+9,105
 New
+$312K
$312K0.02% 669
-76
-10%
-$35.4K
$306K0.02% 1,570
+8
+0.5%
+$1.56K
$306K0.02% 2,608
-42,521
-94%
-$4.99M
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