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
451
$419K 0.02%
2,542
+192
452
$415K 0.02%
1,606
-234
453
$412K 0.02%
3,373
-603
454
$409K 0.02%
4,773
+185
455
$408K 0.02%
12,736
-114
456
$404K 0.02%
12,514
-348
457
$400K 0.02%
12,177
+9
458
$399K 0.02%
226
-9
459
$397K 0.02%
12,041
-410
460
$396K 0.02%
2,948
-16
461
$396K 0.02%
+1,071
462
$395K 0.02%
6,218
463
$395K 0.02%
7,620
+1,061
464
$394K 0.02%
6,440
-141
465
$392K 0.02%
2,937
-29
466
$392K 0.02%
4,596
+23
467
$390K 0.02%
11,150
+500
468
$384K 0.02%
3,368
+72
469
$384K 0.02%
54,350
470
$383K 0.02%
+8,277
471
$382K 0.02%
7,818
-100
472
$382K 0.02%
7,574
-24,427
473
$378K 0.02%
+1,401
474
$377K 0.02%
157
+41
475
$377K 0.02%
7,133
+130
17 18
19
20 21