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
376
$615K 0.04%
2,794
-28
377
$612K 0.04%
4,157
+454
378
$611K 0.04%
17,694
+941
379
$610K 0.04%
2,602
+143
380
$605K 0.04%
8,212
-137
381
$603K 0.04%
16,035
+64
382
$588K 0.03%
3,526
+136
383
$581K 0.03%
12,110
-163
384
$580K 0.03%
16,311
+13
385
$575K 0.03%
2,784
+209
386
$573K 0.03%
+5,414
387
$572K 0.03%
7,512
-73
388
$570K 0.03%
8,045
+2,167
389
$564K 0.03%
6,343
+1,874
390
$563K 0.03%
4,987
-37,422
391
$562K 0.03%
3,522
+28
392
$562K 0.03%
11,834
-48
393
$562K 0.03%
4,684
+251
394
$561K 0.03%
13,912
+254
395
$560K 0.03%
825
+68
396
$549K 0.03%
25,893
+2,001
397
$548K 0.03%
30,091
+1,369
398
$548K 0.03%
1,161
+19
399
$547K 0.03%
5,001
-1,574
400
$545K 0.03%
10,845
+311
14 15
16
17 18