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
$275K0.01% 54,173
+20,661
+62%
+$105K
$274K0.01% 1,915
+157
+9%
+$22.5K
$272K0.01% 2,436
-1,705
-41%
-$191K
$271K0.01%
+3,622
 New
+$271K
$271K0.01%
+2,946
 New
+$271K
$270K0.01% 1,841
+144
+8%
+$21.1K
$268K0.01% 1,566
-410
-21%
-$70.1K
$267K0.01%
+23,811
 New
+$267K
$266K0.01% 44,701
+12,807
+40%
+$76.2K
$265K0.01% 6,302
-94
-1%
-$3.96K
$265K0.01% 5,644
-1,424
-20%
-$66.8K
$265K0.01% 7,607
-199
-3%
-$6.93K
$265K0.01% 2,094
-529
-20%
-$66.9K
$265K0.01% 14,523
-1,517
-9%
-$27.6K
$264K0.01%
+6,909
 New
+$264K
$264K0.01%
+6,165
 New
+$264K
$263K0.01% 13,012
-64
-0.5%
-$1.29K
$263K0.01% 1,671
-94
-5%
-$14.8K
$262K0.01%
+6,559
 New
+$262K
$261K0.01% 8,891
-1,668
-16%
-$48.9K
$259K0.01%
+2,936
 New
+$259K
$259K0.01% 4,895
-5,928
-55%
-$314K
$258K0.01% 2,138
-1,642
-43%
-$199K
$258K0.01% 20,511
-1,050
-5%
-$13.2K
$256K0.01%
+1,367
 New
+$256K
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