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
276
$1.04M 0.06%
48,316
+12,252
277
$1.04M 0.06%
18,412
-2,165
278
$1.03M 0.06%
4,068
-3,365
279
$1.03M 0.06%
50,650
+4,044
280
$1.03M 0.06%
6,829
-846
281
$1.01M 0.06%
3,320
+260
282
$1.01M 0.06%
+5,582
283
$1M 0.06%
56,466
284
$1M 0.06%
17,535
+427
285
$998K 0.06%
5,909
+108
286
$993K 0.06%
13,677
+1,975
287
$990K 0.06%
1,664
+47
288
$982K 0.06%
5,398
+227
289
$979K 0.06%
+8,686
290
$979K 0.06%
9,084
+47
291
$973K 0.06%
6,375
-720
292
$973K 0.06%
8,442
-24
293
$970K 0.06%
7,489
+154
294
$962K 0.06%
27,224
-200
295
$953K 0.06%
35,497
-70,104
296
$953K 0.06%
19,860
+3,038
297
$947K 0.06%
22,989
-5,322
298
$938K 0.06%
6,872
-168
299
$934K 0.06%
4,473
+180
300
$932K 0.06%
44,873
-5,651
10 11
12
13 14