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
$305K0.02% 7,036
+379
+6%
+$16.4K
$303K0.02% 13,475––
$303K0.02% 1,244
-351
-22%
-$85.5K
$303K0.02% 1,002
+8
+0.8%
+$2.42K
$302K0.02% 4,036
-234
-5%
-$17.5K
$301K0.02%
+12,211
 New
+$301K
$298K0.02% 2,180
+685
+46%
+$93.7K
$296K0.01%
+10,837
 New
+$296K
$295K0.01% 3,515
-366
-9%
-$30.7K
$293K0.01% 1,106
+13
+1%
+$3.45K
$293K0.01%
+8,149
 New
+$293K
$291K0.01% 5,139––
$286K0.01% 3,891
-2,556
-40%
-$188K
$285K0.01% 2,387
+179
+8%
+$21.4K
$284K0.01% 1,248
+165
+15%
+$37.6K
$284K0.01% 3,073
-1,449
-32%
-$134K
$284K0.01%
+5,831
 New
+$284K
$284K0.01% 12,489
-1,878
-13%
-$42.6K
$283K0.01% 4,000
+876
+28%
+$61.9K
$282K0.01% 2,690
+714
+36%
+$74.8K
$281K0.01% 2,691
-1,718
-39%
-$179K
$278K0.01% 1,612
-115
-7%
-$19.8K
$277K0.01%
+980
 New
+$277K
$277K0.01% 1,847
+85
+5%
+$12.7K
$276K0.01% 2,232
-252
-10%
-$31.2K
1 222324252631