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 | |
|---|---|---|---|---|---|---|---|
| $2.06M | 0.1% | 31,575 -567 | -2% | -$37K | |||
| $2.03M | 0.1% | 40,245 +4,280 | +12% | +$215K | |||
| $2M | 0.1% | 12,050 -9,182 | -43% | -$1.52M | |||
| $1.99M | 0.1% | 5,768 +869 | +18% | +$300K | |||
| $1.99M | 0.1% | 76,903 | New | +$1.99M | |||
| $1.98M | 0.1% | 14,576 -110 | -0.8% | -$14.9K | |||
| $1.98M | 0.1% | 35,888 +26 | +0.1% | +$1.43K | |||
| $1.94M | 0.1% | 15,913 -134 | -0.8% | -$16.3K | |||
| $1.91M | 0.1% | 16,484 -1,531 | -9% | -$177K | |||
| $1.9M | 0.1% | 52,104 -78 | -0.2% | -$2.85K | |||
| $1.9M | 0.1% | 41,148 +88 | +0.2% | +$4.06K | |||
| $1.9M | 0.1% | 12,937 +17 | +0.1% | +$2.5K | |||
| $1.9M | 0.1% | 27,738 +2,036 | +8% | +$139K | |||
| $1.89M | 0.1% | 46,038 -11,349 | -20% | -$465K | |||
| $1.88M | 0.09% | 14,798 -10,399 | -41% | -$1.32M | |||
| $1.88M | 0.09% | 20,317 -55,629 | -73% | -$5.13M | |||
| $1.83M | 0.09% | 17,465 -997 | -5% | -$105K | |||
| $1.81M | 0.09% | 38,761 -7,060 | -15% | -$330K | |||
| $1.81M | 0.09% | 3,396 +22 | +0.7% | +$11.7K | |||
| $1.79M | 0.09% | 16,071 -665 | -4% | -$73.9K | |||
| $1.77M | 0.09% | 69,834 +12,064 | +21% | +$306K | |||
| $1.76M | 0.09% | 3,747 -1,706 | -31% | -$801K | |||
| $1.76M | 0.09% | 22,267 -16,493 | -43% | -$1.3M | |||
| $1.74M | 0.09% | 5,579 -119 | -2% | -$37.2K | |||
| $1.74M | 0.09% | 1,259 -14 | -1% | -$19.4K |
