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
401
$543K 0.03%
8,359
-210
402
$543K 0.03%
5,286
+122
403
$541K 0.03%
3,998
+371
404
$538K 0.03%
11,850
405
$537K 0.03%
20,135
+4,250
406
$532K 0.03%
4,859
+1,690
407
$521K 0.03%
5,559
+23
408
$520K 0.03%
3,011
+133
409
$515K 0.03%
12,079
-160
410
$514K 0.03%
2,508
-364
411
$510K 0.03%
5,975
-11,025
412
$510K 0.03%
2,307
-25
413
$509K 0.03%
3,740
-127
414
$508K 0.03%
1,443
-84
415
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11,287
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416
$501K 0.03%
4,878
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417
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13,013
418
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12,172
-3,809
419
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1,928
-369
420
$486K 0.03%
2,676
-37
421
$479K 0.03%
5,580
422
$477K 0.03%
2,290
+44
423
$475K 0.03%
1,934
+267
424
$474K 0.03%
4,407
-170
425
$470K 0.03%
8,424
-539
15 16
17
18 19