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
326
$830K 0.05%
30,656
+2,103
327
$829K 0.05%
8,919
+87
328
$821K 0.05%
2,145
+274
329
$821K 0.05%
19,571
+1,532
330
$816K 0.05%
3,282
+1,648
331
$814K 0.05%
9,818
-971
332
$811K 0.05%
10,523
+4,217
333
$809K 0.05%
7,798
+246
334
$808K 0.05%
2,183
-6
335
$791K 0.05%
40,476
+621
336
$788K 0.05%
37,574
+550
337
$779K 0.05%
22,100
-216
338
$777K 0.05%
5,745
+142
339
$777K 0.05%
6,780
+730
340
$775K 0.05%
3,317
-115
341
$771K 0.05%
9,491
-360
342
$768K 0.05%
22,360
+3,100
343
$763K 0.05%
1,547
-22
344
$763K 0.05%
11,986
+7,174
345
$758K 0.04%
8,939
-1,042
346
$758K 0.04%
5,800
-30
347
$749K 0.04%
7,724
+1,519
348
$744K 0.04%
+17,323
349
$713K 0.04%
136,500
+116,500
350
$709K 0.04%
29,996
+745
12 13
14
15 16