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 | |
|---|---|---|---|---|---|---|---|
| $275K | 0.01% | 54,173 +20,661 | +62% | +$105K | |||
| $274K | 0.01% | 1,915 +157 | +9% | +$22.5K | |||
| $272K | 0.01% | 2,436 -1,705 | -41% | -$191K | |||
| $271K | 0.01% | 3,622 | New | +$271K | |||
| $271K | 0.01% | 2,946 | New | +$271K | |||
| $270K | 0.01% | 1,841 +144 | +8% | +$21.1K | |||
| $268K | 0.01% | 1,566 -410 | -21% | -$70.1K | |||
| $267K | 0.01% | 23,811 | New | +$267K | |||
| $266K | 0.01% | 44,701 +12,807 | +40% | +$76.2K | |||
| $265K | 0.01% | 6,302 -94 | -1% | -$3.96K | |||
| $265K | 0.01% | 5,644 -1,424 | -20% | -$66.8K | |||
| $265K | 0.01% | 7,607 -199 | -3% | -$6.93K | |||
| $265K | 0.01% | 2,094 -529 | -20% | -$66.9K | |||
| $265K | 0.01% | 14,523 -1,517 | -9% | -$27.6K | |||
| $264K | 0.01% | 6,909 | New | +$264K | |||
| $264K | 0.01% | 6,165 | New | +$264K | |||
| $263K | 0.01% | 13,012 -64 | -0.5% | -$1.29K | |||
| $263K | 0.01% | 1,671 -94 | -5% | -$14.8K | |||
| $262K | 0.01% | 6,559 | New | +$262K | |||
| $261K | 0.01% | 8,891 -1,668 | -16% | -$48.9K | |||
| $259K | 0.01% | 2,936 | New | +$259K | |||
| $259K | 0.01% | 4,895 -5,928 | -55% | -$314K | |||
| $258K | 0.01% | 2,138 -1,642 | -43% | -$199K | |||
| $258K | 0.01% | 20,511 -1,050 | -5% | -$13.2K | |||
| $256K | 0.01% | 1,367 | New | +$256K |
