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
$3.83M0.19% 62,062
+2,365
+4%
+$146K
$3.82M0.19% 12,262
-27
-0.2%
-$8.41K
$3.63M0.18% 42,729
+424
+1%
+$36.1K
$3.61M0.18% 40,214
-8,808
-18%
-$791K
$3.59M0.18% 36,569
-761
-2%
-$74.6K
$3.57M0.18%
+49,323
 New
+$3.57M
$3.54M0.18% 76,807
+60,958
+385%
+$2.81M
$3.54M0.18%
+55,419
 New
+$3.54M
$3.5M0.18% 38,613
+184
+0.5%
+$16.7K
$3.47M0.17% 33,946
-60,746
-64%
-$6.21M
$3.45M0.17% 26,003
+6,131
+31%
+$813K
$3.44M0.17% 42,128
+9,603
+30%
+$784K
$3.38M0.17% 28,996
-41,124
-59%
-$4.8M
$3.28M0.17% 19,764
+903
+5%
+$150K
$3.25M0.16% 23,249
-21,196
-48%
-$2.96M
$3.25M0.16% 34,041
-28,727
-46%
-$2.74M
$3.23M0.16% 65,069
-70,467
-52%
-$3.5M
$3.14M0.16% 75,163
+66,907
+810%
+$2.8M
$3.13M0.16% 9,509
-994
-9%
-$327K
$3.1M0.16% 5,677
-8,897
-61%
-$4.86M
$3.1M0.16% 34,248
-3,512
-9%
-$318K
$3.09M0.16% 3,263
-4,374
-57%
-$4.14M
$3.07M0.15% 67,279
+3,313
+5%
+$151K
$3.05M0.15% 38,454
-13,683
-26%
-$1.08M
$3.03M0.15% 51,384
+5,584
+12%
+$329K
1 4567831