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
251
$1.18M 0.07%
21,336
+3,722
252
$1.18M 0.07%
9,103
-259
253
$1.18M 0.07%
9,765
+56
254
$1.16M 0.07%
15,310
-239
255
$1.15M 0.07%
26,631
+362
256
$1.15M 0.07%
20,431
-3,214
257
$1.14M 0.07%
7,030
+1,545
258
$1.13M 0.07%
12,979
-1,476
259
$1.13M 0.07%
3,291
+378
260
$1.12M 0.07%
50,621
+22,390
261
$1.11M 0.07%
2,585
-39
262
$1.11M 0.07%
6,792
+12
263
$1.11M 0.07%
18,055
-8,898
264
$1.08M 0.06%
8,081
+342
265
$1.08M 0.06%
43,116
-299
266
$1.06M 0.06%
7,174
-111
267
$1.06M 0.06%
3,341
+62
268
$1.06M 0.06%
12,794
-17
269
$1.06M 0.06%
3,762
+110
270
$1.06M 0.06%
10,549
+25
271
$1.06M 0.06%
39,006
+411
272
$1.06M 0.06%
11,134
+1,676
273
$1.06M 0.06%
6,226
+73
274
$1.04M 0.06%
+12,675
275
$1.04M 0.06%
1,603
-68
9 10
11
12 13