IAN

Integrated Advisors Network Portfolio holdings

AUM $2.21B
1-Year Est. Return 21.59%
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$14.1M
3
+$11.2M
4
EXPI icon
eXp World Holdings
EXPI
+$10.8M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$10M

Top Sells

1
+$7.56M
2
+$7.07M
3
+$4.51M
4
STX icon
Seagate
STX
+$4.22M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.58M

Sector Composition

1 Technology 10.7%
2 Real Estate 6.32%
3 Consumer Discretionary 6.23%
4 Financials 5.57%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.33M 0.08%
26,297
-70,985
227
$1.32M 0.08%
15,043
-575
228
$1.31M 0.08%
94,620
+5,794
229
$1.3M 0.08%
10,496
+3,584
230
$1.3M 0.08%
19,009
+7,386
231
$1.3M 0.08%
28,470
+5,373
232
$1.3M 0.08%
12,567
+2,021
233
$1.29M 0.08%
68,340
+6,486
234
$1.29M 0.08%
45,147
+607
235
$1.28M 0.08%
4,992
+3,378
236
$1.28M 0.08%
9,280
-1,580
237
$1.27M 0.08%
2,458
+171
238
$1.27M 0.07%
36,358
+423
239
$1.27M 0.07%
12,241
-28,632
240
$1.26M 0.07%
34,729
+1,560
241
$1.26M 0.07%
601
+5
242
$1.25M 0.07%
5,525
+3,322
243
$1.24M 0.07%
2,671
+339
244
$1.24M 0.07%
11,150
+1,460
245
$1.21M 0.07%
10,505
-816
246
$1.2M 0.07%
4,942
+190
247
$1.19M 0.07%
+17,771
248
$1.19M 0.07%
25,943
+2,215
249
$1.19M 0.07%
10,741
-247
250
$1.18M 0.07%
14,076
-1,793
8 9
10
11 12