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
426
$467K 0.03%
2,641
+208
427
$465K 0.03%
3,629
-1
428
$461K 0.03%
+13,785
429
$453K 0.03%
4,912
-147
430
$450K 0.03%
14,800
-1,500
431
$448K 0.03%
3,288
+220
432
$446K 0.03%
12,375
+2,775
433
$444K 0.03%
7,550
-569
434
$440K 0.03%
5,411
+408
435
$440K 0.03%
1,620
+199
436
$439K 0.03%
1,268
+251
437
$437K 0.03%
10,383
-1,094
438
$435K 0.03%
11,129
+2,637
439
$433K 0.03%
6,030
+180
440
$433K 0.03%
2,919
+889
441
$431K 0.03%
2,473
-286
442
$431K 0.03%
5,085
-101
443
$431K 0.03%
1,963
+302
444
$430K 0.03%
1,112
+82
445
$429K 0.03%
3,101
-70
446
$426K 0.03%
1,032
+90
447
$425K 0.03%
315
-39
448
$425K 0.03%
+6,255
449
$423K 0.02%
11,300
+5,240
450
$421K 0.02%
1,921
+68
16 17
18
19 20