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 | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -8,972 | Closed | – | |||
| $0 | 0% | 0 -967 | Closed | – | |||
| $0 | 0% | 0 -4,058 | Closed | – | |||
| $0 | 0% | 0 -4,796 | Closed | – | |||
| $0 | 0% | 0 -7,105 | Closed | – | |||
| $0 | 0% | 0 -3,275 | Closed | – | |||
| $0 | 0% | 0 -5,502 | Closed | – | |||
| $0 | 0% | 0 -3,737 | Closed | – | |||
| $0 | 0% | 0 -18,228 | Closed | – | |||
| $0 | 0% | 0 -2,873 | Closed | – | |||
| $0 | 0% | 0 -7,154 | Closed | – | |||
| $0 | 0% | 0 -879 | Closed | – | |||
| $0 | 0% | 0 -25,072 | Closed | – | |||
| $0 | 0% | 0 -4,047 | Closed | – | |||
| $0 | 0% | 0 -31,585 | Closed | – | |||
| $0 | 0% | 0 -27,836 | Closed | – | |||
| $0 | 0% | 0 -7,597 | Closed | – | |||
| $0 | 0% | 0 -16,344 | Closed | – | |||
| $0 | 0% | 0 -12,105 | Closed | – | |||
| $0 | 0% | 0 -7,576 | Closed | – | |||
| $0 | 0% | 0 -12,260 | Closed | – | |||
| $0 | 0% | 0 -51,884 | Closed | – | |||
| $0 | 0% | 0 -2,347 | Closed | – | |||
| $0 | 0% | 0 -8,247 | Closed | – | |||
| $0 | 0% | 0 -4,459 | Closed | – |
