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
$2.44M0.12% 86,148
-1,773
-2%
-$50.1K
$2.43M0.12% 21,367
+17,686
+480%
+$2.01M
$2.42M0.12% 1,692
-43
-2%
-$61.6K
$2.41M0.12% 65,590
+1,304
+2%
+$48K
$2.41M0.12% 88,355
+301
+0.3%
+$8.21K
$2.41M0.12% 12,627
+10,783
+585%
+$2.06M
$2.38M0.12% 15,467
-3,334
-18%
-$512K
$2.37M0.12% 127,291
+22,214
+21%
+$413K
$2.36M0.12% 165,573
+7,233
+5%
+$103K
$2.36M0.12% 57,264
+50,948
+807%
+$2.1M
$2.35M0.12% 29,838
-24,757
-45%
-$1.95M
$2.34M0.12% 25,730
-2,027
-7%
-$185K
$2.32M0.12% 117,464
+279
+0.2%
+$5.51K
$2.32M0.12% 32,662
-42,427
-57%
-$3.01M
$2.31M0.12% 17,494
-4,130
-19%
-$545K
$2.28M0.12% 9,186
+203
+2%
+$50.5K
$2.28M0.12%
+10,619
 New
+$2.28M
$2.28M0.11% 87,832
+9,468
+12%
+$246K
$2.28M0.11% 10,456
+390
+4%
+$84.9K
$2.25M0.11% 46,202
+30,182
+188%
+$1.47M
$2.2M0.11%
+108,083
 New
+$2.2M
$2.16M0.11% 22,412
-14,204
-39%
-$1.37M
$2.13M0.11% 42,067
+7,737
+23%
+$392K
$2.11M0.11% 20,924
+13,366
+177%
+$1.35M
$2.1M0.11% 21,228
+139
+0.7%
+$13.7K
1 67891031