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
$3.02M0.15% 41,251
+30,943
+300%
+$2.27M
$2.99M0.15% 18,522
+11,325
+157%
+$1.83M
$2.97M0.15%
+17,729
 New
+$2.97M
$2.95M0.15%
+39,066
 New
+$2.95M
$2.94M0.15%
+41,538
 New
+$2.94M
$2.94M0.15% 17,211
+178
+1%
+$30.4K
$2.9M0.15% 7,818
-564
-7%
-$209K
$2.89M0.15% 16,899
+8,410
+99%
+$1.44M
$2.86M0.14% 61,158
+298
+0.5%
+$13.9K
$2.85M0.14% 57,554
+38,385
+200%
+$1.9M
$2.85M0.14% 8,967
-164
-2%
-$52.1K
$2.83M0.14%
+78,170
 New
+$2.83M
$2.8M0.14% 25,570
-1,896
-7%
-$208K
$2.78M0.14% 6,224
-5,019
-45%
-$2.24M
$2.77M0.14% 21,156
-1,050
-5%
-$138K
$2.74M0.14% 32,482
-313
-1%
-$26.4K
$2.65M0.13% 64,380
-1,875
-3%
-$77.1K
$2.65M0.13% 59,710
+45,380
+317%
+$2.01M
$2.63M0.13% 53,772
-240
-0.4%
-$11.7K
$2.61M0.13% 12,749
-906
-7%
-$186K
$2.61M0.13% 14,846
-3,887
-21%
-$683K
$2.59M0.13% 170,164
+98,940
+139%
+$1.51M
$2.55M0.13% 19,220
-478
-2%
-$63.3K
$2.5M0.13% 49,256
-924
-2%
-$47K
$2.45M0.12% 19,088
-2,252
-11%
-$289K
1 5678931