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
301
$926K 0.05%
17,904
-195
302
$926K 0.05%
2,471
+371
303
$924K 0.05%
+20,120
304
$921K 0.05%
5,656
-12
305
$919K 0.05%
19,390
+1,717
306
$909K 0.05%
5,220
+216
307
$905K 0.05%
8,914
-15
308
$902K 0.05%
+12,454
309
$896K 0.05%
19,999
310
$895K 0.05%
20,015
+531
311
$894K 0.05%
13,486
+1,706
312
$890K 0.05%
12,971
-720
313
$888K 0.05%
+17,084
314
$881K 0.05%
13,254
+160
315
$875K 0.05%
17,140
-487
316
$874K 0.05%
5,028
+687
317
$872K 0.05%
5,648
-2,520
318
$869K 0.05%
6,591
+58
319
$867K 0.05%
12,018
+155
320
$862K 0.05%
2,544
+56
321
$857K 0.05%
+10,443
322
$837K 0.05%
2,760
+1,140
323
$834K 0.05%
58,352
+1,014
324
$831K 0.05%
1,472
+2
325
$831K 0.05%
14,693
-369
11 12
13
14 15